DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left D••••• I••••••••• for S••••• B••••• • H•••••

othertomixed wealthOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Chad Aaron McdonnellDenver, CoAug 15, 2018Jun 20, 2018
Glenn Tammen RippeyDenver, CoAug 15, 2018Jun 18, 2018
John Norman RobertsDenver, CoAug 15, 2018Jun 18, 2018
Timothy Robert RichDenver, CoAug 15, 2018Jun 18, 2018
The rule
Registrations ended
Aug 15, 2018
Registered next
Jun 18, 2018 to Jun 20, 2018
Branch state
CO
Cities
1, most in D•••••, Co
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of D••••• I•••••••••Other teams into S••••• B••••• • H•••••