DFX Intelligence
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Team lift-out
2 advisors left E•••••• A••••••• G••••• L•• for D••• I•••••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brett Darren Frascati | Greenwood Village, Co | Jul 16, 2025 | Aug 20, 2025 |
| Richard Wayne Bach | Greenwood Village, Co | Jul 30, 2025 | Aug 19, 2025 |
The rule
- Registrations ended
- Jul 16, 2025 to Jul 30, 2025
- Registered next
- Aug 19, 2025 to Aug 20, 2025
- Branch state
- CO
- Cities
- 1, most in Greenwood Village, Co
- Registered there that day
- 1,154 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape