DFX Intelligence
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Team lift-out
3 advisors left E•••••• A••••••• G••••• L•• for F••••• I•••••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Kevin Burke | Greenwood Village, Co | Sep 5, 2023 | Sep 8, 2023 |
| Joshua Steven Fishman | Greenwood Village, Co | Sep 5, 2023 | Sep 13, 2023 |
| Thomas Michael Salvatierra | Greenwood Village, Co | Sep 11, 2023 | Sep 15, 2023 |
The rule
- Registrations ended
- Sep 5, 2023 to Sep 11, 2023
- Registered next
- Sep 8, 2023 to Sep 15, 2023
- Branch state
- CO
- Cities
- 1, most in Greenwood Village, Co
- Registered there that day
- 773 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape