DFX Intelligence
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Team lift-out
2 advisors left C••• C•••••• W••••• M••••••••• L•• for O•••••••••
independent RIAtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ryan Mathew Bohm | Providence, Ut | Sep 15, 2020 | Sep 16, 2020 |
| Tanner Tessmer Dance | Providence, Ut | Sep 15, 2020 | Sep 16, 2020 |
The rule
- Registrations ended
- Sep 15, 2020
- Registered next
- Sep 16, 2020
- Branch state
- UT
- Cities
- 1, most in Providence, Ut
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape