DFX Intelligence
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Team lift-out
3 advisors left W•••• F•••• A••••••• for N•••••• F•••••••• G••••• I•••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Robert Lloyd Wilbanks | Littleton, Co | Jul 17, 2020 | Jul 15, 2020 |
| Matthew William Milito | Littleton, Co | Jul 20, 2020 | Jul 17, 2020 |
| Seward Anderson Linton | Lakewood, Co | Jul 20, 2020 | Jul 20, 2020 |
The rule
- Registrations ended
- Jul 17, 2020 to Jul 20, 2020
- Registered next
- Jul 15, 2020 to Jul 20, 2020
- Branch state
- CO
- Cities
- 2, most in Littleton, Co
- Registered there that day
- 1,512 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape