DFX Intelligence
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Team lift-out
2 advisors left C•••• C•••••• S••••••••• L••• for W••••• E••••••••• A••••••• S•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Patrick Jenkins | Logan, Ut | Mar 12, 2024 | Jan 2, 2026 |
| John Reed Mickelson | Logan, Ut | Mar 12, 2024 | Jan 6, 2026 |
The rule
- Registrations ended
- Mar 12, 2024
- Registered next
- Jan 2, 2026 to Jan 6, 2026
- Branch state
- UT
- Cities
- 1, most in Logan, Ut
- Registered there that day
- 77 (people still on IAPD; an estimate)
- Share of that headcount
- 2.6%
- Succession by the destination
- none on the tape