DFX Intelligence

RIA Intelligence

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Firm absorbed

5 advisors left M• J• S•••• A•• A••••••••• for M••••• G••••• A••••••• I•••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Alexa Jo KaneGreenwood Village, CoMar 29, 2021Jul 29, 2020
Andrew Thomas BarnesGreenwood Village, CoMar 29, 2021Jul 29, 2020
Brittany Ellen RiceGreenwood Village, CoMar 29, 2021Jul 29, 2020
Drew HarperGreenwood Village, CoMar 29, 2021Jul 29, 2020
Jacob Martin JaegleGreenwood Village, CoMar 29, 2021Jul 29, 2020
The rule
Registrations ended
Mar 29, 2021
Registered next
Jul 29, 2020
Branch state
CO
Cities
1, most in Greenwood Village, Co
Registered there that day
5 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of M• J• S•••• A•• A•••••••••Other teams into M••••• G••••• A••••••• I•••