DFX Intelligence

RIA Intelligence

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Team lift-out

8 advisors left S••••• F•••••••• G•••• I•• for T•••••• C•••••• M•••••••••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Brian Timothy StarkDenver, CoFeb 10, 2020Feb 19, 2016
Cory Philip RobinsonDenver, CoFeb 10, 2020Feb 18, 2016
Daniel Lehan MayerDenver, CoFeb 10, 2020Feb 18, 2016
Timothy Owings WatersDenver, CoFeb 10, 2020Feb 19, 2016
Derek Nathan EichenwaldDenver, CoFeb 11, 2020Feb 19, 2016
James Baker PetersLouisville, CoFeb 11, 2020Feb 18, 2016
Ryan Michael CookLouisville, CoFeb 11, 2020Feb 18, 2016
Shea Ahren WinkellerDenver, CoFeb 11, 2020Feb 19, 2016
The rule
Registrations ended
Feb 10, 2020 to Feb 11, 2020
Registered next
Feb 18, 2016 to Feb 19, 2016
Branch state
CO
Cities
2, most in Denver, Co
Registered there that day
286 (people still on IAPD; an estimate)
Share of that headcount
2.8%
Succession by the destination
none on the tape
Other teams out of S••••• F•••••••• G•••• I••Other teams into T•••••• C•••••• M•••••••••