DFX Intelligence
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Team lift-out
2 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 |
|---|---|---|---|
| George Edman Rouhani | Greenwood Village, Co | Feb 9, 2024 | Feb 14, 2024 |
| Max Mitchell Brouard | Greenwood Village, Co | Feb 22, 2024 | Feb 23, 2024 |
The rule
- Registrations ended
- Feb 9, 2024 to Feb 22, 2024
- Registered next
- Feb 14, 2024 to Feb 23, 2024
- Branch state
- CO
- Cities
- 1, most in Greenwood Village, Co
- Registered there that day
- 828 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape