DFX Intelligence

RIA Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Firm absorbed

10 advisors left I•••••••• I••••••••• I••• for A••••• F•••••••• P•••••••• I•••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Jonathan Eric EllefsonColorado Springs, CoNov 14, 2024Oct 31, 2024
James Daniel WashnockColorado Springs, CoNov 15, 2024Oct 28, 2024
John David WashnockColorado Springs, CoNov 15, 2024Oct 28, 2024
John Francis CarrColorado Springs, CoNov 15, 2024Oct 28, 2024
Paul Douglas MclemoreColorado Springs, CoNov 15, 2024Mar 3, 2026
Sean Robert RomeroColorado Springs, CoNov 15, 2024Oct 29, 2024
Travis Michael MooreColorado Springs, CoNov 15, 2024Oct 28, 2024
Zachary Keith CowdellColorado Springs, CoNov 15, 2024Oct 24, 2024
The rule
Registrations ended
Nov 14, 2024 to Nov 15, 2024
Registered next
Oct 24, 2024 to Mar 3, 2026
Branch state
CO
Cities
1, most in Colorado Springs, Co
Registered there that day
15 (people still on IAPD; an estimate)
Share of that headcount
67%
Succession by the destination
none on the tape
Other teams out of I•••••••• I••••••••• I•••Other teams into A••••• F•••••••• P•••••••• I•••