DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left T• R••• P•••• A••••••• S•••••••• I••• for E•••••• A••••••• G••••• L••

independent RIAtootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Kerre B HeathColorado Springs, CoJan 10, 2022Jan 20, 2022
Michael Brandon WhitemanColorado Springs, CoJan 10, 2022Jan 28, 2022
Sean Patrick CarrollColorado Springs, CoJan 10, 2022Jul 7, 2022
Tyler PattersonColorado Springs, CoJan 10, 2022Jan 28, 2022
The rule
Registrations ended
Jan 10, 2022
Registered next
Jan 20, 2022 to Jul 7, 2022
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
1.4%
Succession by the destination
none on the tape
Other teams out of T• R••• P•••• A••••••• S•••••••• I•••Other teams into E•••••• A••••••• G••••• L••