DFX Intelligence

RIA Intelligence

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Firm absorbed

6 advisors left W••••• W••••• M••••••••• L•• for S••••••••• P•••••• C•••••• M••••••••• L••

othertoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Amy Lea BoydDenver, CoMar 21, 2018Mar 27, 2018
Bradley Edward NolandDenver, CoMar 21, 2018Mar 9, 2018
Collin James SchmidtDenver, CoMar 21, 2018Mar 27, 2018
Darrell Eugene LaingDenver, CoMar 21, 2018Mar 27, 2018
Gary Andrew WagnerDenver, CoMar 21, 2018Mar 27, 2018
Gianna Marie VieleDenver, CoMar 21, 2018Mar 27, 2018
The rule
Registrations ended
Mar 21, 2018
Registered next
Mar 9, 2018 to Mar 27, 2018
Branch state
CO
Cities
1, most in Denver, Co
Registered there that day
6 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of W••••• W••••• M••••••••• L••Other teams into S••••••••• P•••••• C•••••• M••••••••• L••