DFX Intelligence
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Team lift-out
2 advisors left B•••••••• A••••••• S•••••••• L•• for K•••••••• W••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Dec 23, 2021 to Jan 3, 2022
- Registered next
- Dec 24, 2021 to Jan 5, 2022
- Branch state
- UT
- Cities
- 2, most in American Fork, Ut
- Registered there that day
- 25 (people still on IAPD; an estimate)
- Share of that headcount
- 8.0%
- Succession by the destination
- none on the tape