DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for A•••••• W••••• M••••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Benjamin Samuel-Wayne Rogers | Salt Lake City, Ut | Sep 28, 2022 | Sep 23, 2022 |
| M Tom Peterson | Salt Lake City, Ut | Sep 28, 2022 | Sep 23, 2022 |
The rule
- Registrations ended
- Sep 28, 2022
- Registered next
- Sep 23, 2022
- Branch state
- UT
- Cities
- 1, most in Salt Lake City, Ut
- Registered there that day
- 22,018 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape