DFX Intelligence
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Team lift-out
2 advisors left L•• F•••••••• L•• for C••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian D Moore | Salt Lake City, Ut | Jan 31, 2024 | Jan 24, 2024 |
| Matthew Robert Johnson | Morgan, Ut | Jan 31, 2024 | Jan 24, 2024 |
The rule
- Registrations ended
- Jan 31, 2024
- Registered next
- Jan 24, 2024
- Branch state
- UT
- Cities
- 2, most in Salt Lake City, Ut
- Registered there that day
- 15,992 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- a succession within a year (Oct 20, 2023), not necessarily this firm