DFX Intelligence
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Team lift-out
2 advisors left P••••••• W••••• G••••• L•• for T•• N••••• G•••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Nathan Leroy Rosell | Provo, Ut | Dec 31, 2023 | Jan 3, 2024 |
| Rachelle Dillingham | Pleasant Grove, Ut | Dec 31, 2023 | Jan 8, 2024 |
The rule
- Registrations ended
- Dec 31, 2023
- Registered next
- Jan 3, 2024 to Jan 8, 2024
- Branch state
- UT
- Cities
- 1, most in Provo, Ut
- Registered there that day
- 41 (people still on IAPD; an estimate)
- Share of that headcount
- 4.9%
- Succession by the destination
- none on the tape