DFX Intelligence
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Team lift-out
5 advisors left W•••• F•••• A••••••• for ••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew Bruce Lang | Littleton, Co | Feb 4, 2025 | Jan 29, 2025 |
| Gabrielle Judith Sherry | Littleton, Co | Feb 4, 2025 | Jan 29, 2025 |
| Jill Swank | Littleton, Co | Feb 4, 2025 | Jan 29, 2025 |
| Kenneth Bruce Lang | Littleton, Co | Feb 4, 2025 | Jan 29, 2025 |
| Todd Matthew Lang | Littleton, Co | Feb 4, 2025 | Jan 29, 2025 |
The rule
- Registrations ended
- Feb 4, 2025
- Registered next
- Jan 29, 2025
- Branch state
- CO
- Cities
- 1, most in Littleton, Co
- Registered there that day
- 3,048 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape