DFX Intelligence
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Team lift-out
2 advisors left S••••• F••••••••• L•• for A•••• W••••• M••••••••• I•••
state registeredtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Randy Steven Farish | St George, Ut | Mar 28, 2024 | Mar 27, 2024 |
| Theresa Bond | West Jordan, Ut | Mar 28, 2024 | Feb 5, 2024 |
The rule
- Registrations ended
- Mar 28, 2024
- Registered next
- Feb 5, 2024 to Mar 27, 2024
- Branch state
- UT
- Cities
- 2, most in West Jordan, Ut
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 29%
- Succession by the destination
- none on the tape