DFX Intelligence
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Team lift-out
2 advisors left S••••••••• A•••••• A•••••••• I••• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Randall Todd Williams | Englewood, Co | Jun 23, 2023 | Jun 22, 2023 |
| James Staurt Otto | Englewood, Co | Jun 26, 2023 | Aug 14, 2023 |
The rule
- Registrations ended
- Jun 23, 2023 to Jun 26, 2023
- Registered next
- Jun 22, 2023 to Aug 14, 2023
- Branch state
- CO
- Cities
- 1, most in Englewood, Co
- Registered there that day
- 1,901 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape