DFX Intelligence
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Team lift-out
2 advisors left T• R••• P•••• A••••••• S•••••••• I••• for E•••••• A••••••• G••••• L••
independent RIAtootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brent M Carroll | Colorado Springs, Co | Sep 24, 2021 | Oct 11, 2021 |
| David C Massey | Colorado Springs, Co | Sep 24, 2021 | Sep 30, 2021 |
The rule
- Registrations ended
- Sep 24, 2021
- Registered next
- Sep 30, 2021 to Oct 11, 2021
- Branch state
- CO
- Cities
- 1, most in Colorado Springs, Co
- Registered there that day
- 296 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- Succession by the destination
- none on the tape