DFX Intelligence
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Firm absorbed
5 advisors left T••••••••• W••••• M••••••••• L•• for M••••• G••••• A••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam F Oliver | Denver, Co | Aug 9, 2024 | Jan 11, 2024 |
| Bruce Richard Bendell | Greenwood Village, Co | Aug 9, 2024 | Jan 22, 2024 |
| Charles Bradford Wetmore | Denver, Co | Aug 9, 2024 | Jan 10, 2024 |
| Michael Gene Simmons | Greenwood Village, Co | Aug 9, 2024 | Jan 12, 2024 |
| Michelle Ruth Sandt-Wade | Denver, Co | Aug 9, 2024 | Jan 11, 2024 |
The rule
- Registrations ended
- Aug 9, 2024
- Registered next
- Jan 10, 2024 to Jan 22, 2024
- Branch state
- CO
- Cities
- 2, most in Denver, Co
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape