DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left S••••••••• A•••••• A•••••••• I••• for L•• F•••••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Darin Gene LuzeFort Collins, CoAug 24, 2018Aug 24, 2018
Matthew Lawrence DixonFort Collins, CoAug 24, 2018Aug 24, 2018
Melissa Marie DixonFort Collins, CoAug 24, 2018Aug 24, 2018
Tamira Dee EberhardtFort Collins, CoAug 24, 2018Aug 24, 2018
The rule
Registrations ended
Aug 24, 2018
Registered next
Aug 24, 2018
Branch state
CO
Cities
1, most in Fort Collins, Co
Registered there that day
1,410 (people still on IAPD; an estimate)
Share of that headcount
0.3%
Succession by the destination
none on the tape
Other teams out of S••••••••• A•••••• A•••••••• I•••Other teams into L•• F•••••••• L••