DFX Intelligence
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Team lift-out
2 advisors left L•• F•••••••• L•• for W•••• F•••• A•••••••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cole Tan | Park City, Ut | Nov 29, 2023 | Nov 16, 2023 |
| Paul W. Tan | Park City, Ut | Nov 29, 2023 | Nov 16, 2023 |
The rule
- Registrations ended
- Nov 29, 2023
- Registered next
- Nov 16, 2023
- Branch state
- UT
- Cities
- 1, most in Park City, Ut
- Registered there that day
- 15,678 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape