DFX Intelligence
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Team lift-out
3 advisors left W•••• F•••• A••••••• for G••••••• F•••••••• P•••••••• L••
wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Charles Claude Henry Barkmeier | Boulder, Co | Jun 12, 2023 | Jun 5, 2023 |
| Paul B Rohr | Boulder, Co | Jun 12, 2023 | Jun 5, 2023 |
| Sonya Gillis | Boulder, Co | Jun 12, 2023 | Jun 5, 2023 |
The rule
- Registrations ended
- Jun 12, 2023
- Registered next
- Jun 5, 2023
- Branch state
- CO
- Cities
- 1, most in Boulder, Co
- Registered there that day
- 2,347 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape