DFX Intelligence
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Team lift-out
3 advisors left U•• F•••••••• S••••••• I••• for R•••••• J•••• • A••••••••• I•••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Barry Bruce Bowen | Salt Lake Cit, Ut | May 19, 2023 | May 10, 2023 |
| John Carl Pferdner | Salt Lake City, Ut | May 22, 2023 | May 10, 2023 |
| Michelle Florence Lundahl | Salt Lake City, Ut | May 26, 2023 | Jun 2, 2023 |
The rule
- Registrations ended
- May 19, 2023 to May 26, 2023
- Registered next
- May 10, 2023 to Jun 2, 2023
- Branch state
- UT
- Cities
- 2, most in Salt Lake City, Ut
- Registered there that day
- 8,605 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape