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 C••••• A••••••• L•• for I••••••••• F•••••••• P•••••••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bryan Nielson | Greenwood Village, Co | Aug 26, 2019 | Aug 15, 2019 |
| Michael Glen Nielson | Boulder, Co | Aug 26, 2019 | Aug 15, 2019 |
The rule
- Registrations ended
- Aug 26, 2019
- Registered next
- Aug 15, 2019
- Branch state
- CO
- Cities
- 2, most in Boulder, Co
- Registered there that day
- 279 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- Succession by the destination
- a succession within a year (Oct 15, 2018), not necessarily this firm