DFX Intelligence

RIA Intelligence

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Team lift-out

2 advisors left I•••••••• I••••••••• I••• for K••••• A••••••• S•••••••• L••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Jacob Michael ForscheinColorado Springs, CoJun 6, 2023Jun 6, 2023
John Harvey DoneyColorado Springs, CoJun 6, 2023Jun 6, 2023
The rule
Registrations ended
Jun 6, 2023
Registered next
Jun 6, 2023
Branch state
CO
Cities
1, most in Colorado Springs, Co
Registered there that day
22 (people still on IAPD; an estimate)
Share of that headcount
9.1%
Succession by the destination
none on the tape
Other teams out of I•••••••• I••••••••• I•••Other teams into K••••• A••••••• S•••••••• L••