DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left E•••••• A••••••• G••••• L•• for M••••••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Francis Flanagan | Greenwood Village, Co | Jul 16, 2025 | Nov 26, 2025 |
| Mike Villar | Greenwood Village, Co | Jul 16, 2025 | Dec 23, 2025 |
The rule
- Registrations ended
- Jul 16, 2025
- Registered next
- Nov 26, 2025 to Dec 23, 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