DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
11 advisors left D•••••••• A••••••• S•••••••• L•• for D•••••••• W••••• M••••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher Lynn Cook | South Jordan, Ut | Mar 11, 2025 | Mar 27, 2024 |
| Colton Austin Jensen | South Jordan, Ut | Mar 11, 2025 | Mar 27, 2024 |
| Jenifer Lalane Connors | South Jordan, Ut | Mar 11, 2025 | Mar 4, 2024 |
| Kye Daniel Moser | South Jordan, Ut | Mar 11, 2025 | Mar 27, 2024 |
| Ruben E Vilorio | South Jordan, Ut | Mar 11, 2025 | Mar 4, 2024 |
| Tyler James Fagergren | South Jordan, Ut | Mar 11, 2025 | Mar 4, 2024 |
| Krista B Baker | South Jordan, Ut | Mar 13, 2025 | Mar 27, 2024 |
| Matthew Cordery Rigby | South Jordan, Ut | Mar 13, 2025 | Mar 27, 2024 |
| Peter R Burnham | South Jordan, Ut | Mar 13, 2025 | Dec 11, 2024 |
| Robin Leon Andersen | South Jordan, Ut | Mar 13, 2025 | Mar 14, 2025 |
| Sara Ellen Hadad-Dembs | South Jordan, Ut | Mar 13, 2025 | Mar 13, 2025 |
| Tyler Haskell | South Jordan, Ut | Mar 13, 2025 | Mar 14, 2025 |
| Janice Marie Powell | South Jordan, Ut | Mar 21, 2025 | Feb 22, 2024 |
The rule
- Registrations ended
- Mar 11, 2025 to Mar 21, 2025
- Registered next
- Feb 22, 2024 to Mar 14, 2025
- Branch state
- UT
- Cities
- 1, most in South Jordan, Ut
- Registered there that day
- 103 (people still on IAPD; an estimate)
- Share of that headcount
- 11%
- Succession by the destination
- none on the tape