DFX Intelligence
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Team lift-out
3 advisors left E•••••• A••••••• G••••• L•• for T• R••• P•••• A••••••• S•••••••• I•••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Eric R Knudson | Colorado Springs, Co | May 18, 2022 | Jun 6, 2022 |
| Sean Lacey | Greenwood Village, Co | May 18, 2022 | Jun 10, 2022 |
| Pedro A Rodriguez | Greenwood Village, Co | May 31, 2022 | Jul 1, 2022 |
The rule
- Registrations ended
- May 18, 2022 to May 31, 2022
- Registered next
- Jun 6, 2022 to Jul 1, 2022
- Branch state
- CO
- Cities
- 1, most in Greenwood Village, Co
- Registered there that day
- 471 (people still on IAPD; an estimate)
- Share of that headcount
- 0.6%
- Succession by the destination
- none on the tape