DFX Intelligence
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Team lift-out
6 advisors left S••••• B••••• • H••••• for C••••••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Chad Aaron Mcdonnell | Denver, Co | Dec 14, 2023 | Mar 31, 2023 |
| Glenn Tammen Rippey | Denver, Co | Dec 14, 2023 | Mar 31, 2023 |
| John Norman Roberts | Denver, Co | Dec 14, 2023 | Mar 31, 2023 |
| Meghan Shay O'Donnell | Denver, Co | Dec 14, 2023 | Jan 1, 2025 |
| Timothy Robert Rich | Denver, Co | Dec 14, 2023 | Mar 31, 2023 |
| Victoria Kelso Cunningham | Denver, Co | Dec 14, 2023 | Mar 31, 2023 |
The rule
- Registrations ended
- Dec 14, 2023
- Registered next
- Mar 31, 2023 to Jan 1, 2025
- Branch state
- CO
- Cities
- 1, most in Denver, Co
- Registered there that day
- 16 (people still on IAPD; an estimate)
- Share of that headcount
- 38%
- Succession by the destination
- a succession within a year (Oct 20, 2023), not necessarily this firm