DFX Intelligence
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Team lift-out
2 advisors left T• R••• P•••• A••••••• S•••••••• I••• for N••••••••• M••••• I••••••••• S•••••••••
independent RIAtono RAUMOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Sarah Elizabeth Beggs | Colorado Springs, Co | Jul 12, 2023 | Sep 17, 2025 |
| Steven Cook | Parker, Co | Jul 12, 2023 | Jul 14, 2026 |
The rule
- Registrations ended
- Jul 12, 2023
- Registered next
- Sep 17, 2025 to Jul 14, 2026
- Branch state
- CO
- Cities
- 2, most in Parker, Co
- Registered there that day
- 342 (people still on IAPD; an estimate)
- Share of that headcount
- 0.6%
- Succession by the destination
- none on the tape