DFX Intelligence
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Team lift-out
8 advisors left A••••••••• F•••••••• S•••••••• L•• for P•• A•••••••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Aaron Loyal Williamson | Meridian, Id | Mar 20, 2024 | Jun 25, 2025 |
| Nathan Wade Rydalch | Twin Falls, Id | Mar 20, 2024 | Mar 15, 2024 |
| Rizwan Bukhari | Meridian, Id | Mar 20, 2024 | Mar 19, 2024 |
| Brett Hansen Buckley | Twin Falls, Id | Mar 21, 2024 | Mar 15, 2024 |
| Jennifer Foster | Meridian, Id | Mar 21, 2024 | Mar 15, 2024 |
| Lora Gene Lakatos | Meridian, Id | Mar 21, 2024 | Mar 15, 2024 |
| Sean Kenneth Meldrum | Boise, Id | Mar 25, 2024 | Mar 15, 2024 |
| Richard Omar Wilson | Boise, Id | Mar 27, 2024 | Mar 15, 2024 |
The rule
- Registrations ended
- Mar 20, 2024 to Mar 27, 2024
- Registered next
- Mar 15, 2024 to Jun 25, 2025
- Branch state
- ID
- Cities
- 3, most in Meridian, Id
- Registered there that day
- 11,337 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape