DFX Intelligence
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Team lift-out
2 advisors left E•••••• A••••••• G••••• L•• for W••••• E••••••••• A••••••• S•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joseph Anthony Lomeo | Greenwood Village, Co | Oct 16, 2023 | Oct 4, 2023 |
| Todd William Mcfarland | Greenwood Village, Co | Oct 16, 2023 | Jul 11, 2023 |
The rule
- Registrations ended
- Oct 16, 2023
- Registered next
- Jul 11, 2023 to Oct 4, 2023
- Branch state
- CO
- Cities
- 1, most in Greenwood Village, Co
- Registered there that day
- 781 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape