DFX Intelligence
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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 |
|---|---|---|---|
| Aaron L. Cruz | Greenwood Village, Co | Sep 17, 2019 | Sep 16, 2019 |
| Reno J. Reser | Greenwood Village, Co | Sep 23, 2019 | Sep 13, 2019 |
The rule
- Registrations ended
- Sep 17, 2019 to Sep 23, 2019
- Registered next
- Sep 13, 2019 to Sep 16, 2019
- Branch state
- CO
- Cities
- 1, most in Greenwood Village, Co
- Registered there that day
- 278 (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