DFX Intelligence

RIA Intelligence

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Team lift-out

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

independent RIAtootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Mandie L RoarkColorado Springs, CoMar 17, 2022Mar 23, 2022
Cera OsborneColorado Springs, CoMar 24, 2022Nov 5, 2024
David L SteinbergColorado Springs, CoMar 24, 2022Mar 28, 2022
Luke R SmithColorado Springs, CoMar 24, 2022Apr 8, 2022
Mitchell L SchwagerColorado Springs, CoMar 24, 2022Mar 28, 2022
Albert Brandon ShirkeyColorado Springs, CoApr 7, 2022Apr 12, 2022
Dawne Marie WaltzColorado Springs, CoApr 7, 2022Apr 19, 2022
Jacob A BennettColorado Springs, CoApr 7, 2022Apr 11, 2022
The rule
Registrations ended
Mar 17, 2022 to Apr 7, 2022
Registered next
Mar 23, 2022 to Nov 5, 2024
Branch state
CO
Cities
1, most in Colorado Springs, Co
Registered there that day
275 (people still on IAPD; an estimate)
Share of that headcount
2.9%
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••