DFX Intelligence
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Team lift-out
4 advisors left G•• I••••••••• A••••••• I•• for I••••• I••••••••• A•••••••• L••
independent RIAtoasset managerOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Amy Kaufman | Denver, Co | Dec 31, 2020 | Jul 29, 2020 |
| Barbara Elizabeth Terrazas | Denver, Co | Dec 31, 2020 | Jan 26, 2021 |
| Ernesto Montes | Denver, Co | Dec 31, 2020 | Nov 19, 2019 |
| Jason Richard Kitner | Denver, Co | Dec 31, 2020 | Jan 26, 2021 |
| Michael Thomas Sullivan | Denver, Co | Dec 31, 2020 | Jan 22, 2021 |
The rule
- Registrations ended
- Dec 31, 2020
- Registered next
- Nov 19, 2019 to Jan 26, 2021
- Branch state
- CO
- Cities
- 1, most in Denver, Co
- Registered there that day
- 13 (people still on IAPD; an estimate)
- Share of that headcount
- 31%
- Succession by the destination
- none on the tape