DFX Intelligence
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Team lift-out
2 advisors left E•••••• A••••••• G••••• L•• for E•••••• F•••••••• E••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alfred Einstein | Greenwood Village, Co | Mar 27, 2025 | Apr 2, 2025 |
| Timothy Luke Chapman | Greenwood Village, Co | Mar 27, 2025 | Apr 7, 2025 |
The rule
- Registrations ended
- Mar 27, 2025
- Registered next
- Apr 2, 2025 to Apr 7, 2025
- Branch state
- CO
- Cities
- 1, most in Greenwood Village, Co
- Registered there that day
- 1,131 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape