DFX Intelligence

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Team lift-out

8 advisors left A••••••••• F•••••••• S•••••••• L•• for D•••••••• A••••••• S•••••••• L••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Tiffany Nichole MounteerHerriman, UtMay 30, 2025Jun 3, 2025
Jason Lynn CollierSandy, UtJun 2, 2025Jun 3, 2025
Michelle VuksinickSalt Lake Cty, UtJun 2, 2025Jun 3, 2025
Travis Lynn KellSandy, UtJun 2, 2025Jun 3, 2025
Stephen F TateSalt Lake City, UtJun 3, 2025Jun 3, 2025
Blair James PerryVineyard, UtJun 4, 2025Jun 3, 2025
Chalise Rashae WestenskowMidvale, UtJun 4, 2025Jun 9, 2025
Stephen Archer WilliamsSandy, UtJun 4, 2025Jun 9, 2025
The rule
Registrations ended
May 30, 2025 to Jun 4, 2025
Registered next
Jun 3, 2025 to Jun 9, 2025
Branch state
UT
Cities
6, most in Sandy, Ut
Registered there that day
12,078 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of A••••••••• F•••••••• S•••••••• L••Other teams into D•••••••• A••••••• S•••••••• L••