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 |
|---|---|---|---|
| Jacob A Bennett | Greenwood Village, Co | Aug 24, 2022 | Sep 20, 2022 |
| Albert Brandon Shirkey | Greenwood Village, Co | Sep 1, 2022 | Sep 22, 2022 |
| Mitchell L Schwager | Peyton, Co | Sep 1, 2022 | Oct 4, 2022 |
The rule
- Registrations ended
- Aug 24, 2022 to Sep 1, 2022
- Registered next
- Sep 20, 2022 to Oct 4, 2022
- Branch state
- CO
- Cities
- 3, most in Pueblo West, Co
- Registered there that day
- 532 (people still on IAPD; an estimate)
- Share of that headcount
- 0.6%
- Succession by the destination
- none on the tape