DFX Intelligence
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Team lift-out
2 advisors left N••• F•••••••• G••••• I••• for S•••••••• F••••••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| R. L Lawrence | Provo, Ut | Dec 21, 2018 | Dec 21, 2018 |
| Rebecca Susan Spencer | Provo, Ut | Dec 31, 2018 | Dec 21, 2018 |
The rule
- Registrations ended
- Dec 21, 2018 to Dec 31, 2018
- Registered next
- Dec 21, 2018
- Branch state
- UT
- Cities
- 1, most in Provo, Ut
- Registered there that day
- 325 (people still on IAPD; an estimate)
- Share of that headcount
- 0.6%
- Succession by the destination
- none on the tape