DFX Intelligence
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Team lift-out
2 advisors left E•••••• A••••••• G••••• L•• for M••••• G••••• A••••••• I•••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brett William Sperin | Greenwood Village, Co | Nov 7, 2023 | Nov 14, 2023 |
| John Dilivio | Greenwood Village, Co | Nov 7, 2023 | Nov 7, 2023 |
The rule
- Registrations ended
- Nov 7, 2023
- Registered next
- Nov 7, 2023 to Nov 14, 2023
- Branch state
- CO
- Cities
- 1, most in Greenwood Village, Co
- Registered there that day
- 789 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape