DFX Intelligence
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Firm absorbed
3 advisors left C••• C•••••• W••••• M••••••••• L•• for A••••• A•••••••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Anthony Jase Allen | Providence, Ut | Jun 2, 2022 | Apr 5, 2022 |
| Dan Eugene Jessop | Providence, Ut | Jun 2, 2022 | Apr 8, 2022 |
| Tanner Tessmer Dance | Providence, Ut | Jun 2, 2022 | Apr 11, 2022 |
The rule
- Registrations ended
- Jun 2, 2022
- Registered next
- Apr 5, 2022 to Apr 11, 2022
- Branch state
- UT
- Cities
- 1, most in Providence, Ut
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape