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 C•••••• S••••• • C••• I•••
othertonational BDOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Mark Daniel Mentasti | Greenwood Village, Co | Jul 12, 2021 | Aug 10, 2021 |
| William Lee Blackwell | Greenwood Village, Co | Jul 23, 2021 | Sep 16, 2021 |
The rule
- Registrations ended
- Jul 12, 2021 to Jul 23, 2021
- Registered next
- Aug 10, 2021 to Sep 16, 2021
- Branch state
- CO
- Cities
- 1, most in Greenwood Village, Co
- Registered there that day
- 307 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- Succession by the destination
- none on the tape