DFX Intelligence
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Team lift-out
4 advisors left I••••••••• F•••••••• G••••• L•• for I••••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Matthew Nielsen Walker | Holladay, Ut | Jul 17, 2023 | Oct 27, 2021 |
| Parker Jenkins Wagner | Holladay, Ut | Jul 17, 2023 | Nov 30, 2022 |
| Richard Lee Wagner | Holladay, Ut | Jul 17, 2023 | Oct 27, 2021 |
| Taylor Wagner | Holladay, Ut | Jul 17, 2023 | Oct 27, 2021 |
The rule
- Registrations ended
- Jul 17, 2023
- Registered next
- Oct 27, 2021 to Nov 30, 2022
- Branch state
- UT
- Cities
- 1, most in Holladay, Ut
- Registered there that day
- 416 (people still on IAPD; an estimate)
- Share of that headcount
- 1.0%
- Succession by the destination
- none on the tape