DFX Intelligence

RIA Intelligence

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Team lift-out

8 advisors left E•••••• A••••••• G••••• L•• for C••••••• P•••••••• I•••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Rachel Marie BuffaloGreenwood Village, CoJan 30, 2024Jan 30, 2024
Whitney Anne PappasGreenwood Village, CoJan 30, 2024Jan 26, 2024
Willem Raleigh BloemsmaGreenwood Village, CoJan 30, 2024Jan 1, 2025
Aaron Clark FosterGreenwood Village, CoJan 31, 2024Jan 1, 2025
Beau Michael SimonGreenwood Village, CoJan 31, 2024Jan 30, 2024
Ian James WymoreGreenwood Village, CoJan 31, 2024Sep 9, 2025
Nathan Raheel BengaliGreenwood Village, CoJan 31, 2024Jan 26, 2024
Shannon LynchGreenwood Village, CoJan 31, 2024Jun 10, 2024
The rule
Registrations ended
Jan 30, 2024 to Jan 31, 2024
Registered next
Jan 26, 2024 to Sep 9, 2025
Branch state
CO
Cities
1, most in Greenwood Village, Co
Registered there that day
829 (people still on IAPD; an estimate)
Share of that headcount
1.0%
Succession by the destination
none on the tape
Other teams out of E•••••• A••••••• G••••• L••Other teams into C••••••• P•••••••• I•••