DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for I••••••••• F•••••••• P•••••••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Chad Grover Gildig | Denver, Co | Aug 14, 2024 | Jul 16, 2024 |
| Mara Otley | Denver, Co | Aug 14, 2024 | Jul 16, 2024 |
The rule
- Registrations ended
- Aug 14, 2024
- Registered next
- Jul 16, 2024
- Branch state
- CO
- Cities
- 1, most in Denver, Co
- Registered there that day
- 2,906 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape