DFX Intelligence
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Team lift-out
2 advisors left D•••••••• A••••••• S•••••••• L•• for S••••• G••••• I••••••••• L••
BD affiliatedtomixed wealthAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Nov 12, 2024
- Registered next
- Nov 12, 2024 to Nov 13, 2024
- Branch state
- UT
- Cities
- 2, most in Lehi, Ut
- Registered there that day
- 100 (people still on IAPD; an estimate)
- Share of that headcount
- 2.0%
- Succession by the destination
- a succession within a year (Mar 28, 2025), not necessarily this firm