DFX Intelligence
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Team lift-out
2 advisors left L•• F•••••••• L•• for A••••••••• F•••••••• S•••••••• L••
independent RIAtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Shayla Lynn Kelley | Rexburg, Id | Aug 31, 2022 | Aug 25, 2022 |
| Adam C Serr | Rexburg, Id | Sep 9, 2022 | Aug 25, 2022 |
The rule
- Registrations ended
- Aug 31, 2022 to Sep 9, 2022
- Registered next
- Aug 25, 2022
- Branch state
- ID
- Cities
- 1, most in Rexburg, Id
- Registered there that day
- 13,740 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape