DFX Intelligence

RIA Intelligence

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Firm absorbed

3 advisors left P••••••• B•••••• F•••••••• for K••••• A••••••• S•••••••• L••

unclassifiedtoBD affiliatedOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Eric Stephen Matthew KeeLakewood, CoMar 13, 2026Aug 27, 2018
Larry Ronald BlairLakewood, CoMar 13, 2026Aug 27, 2018
Melissa Jane ConstantLakewood, CoMar 13, 2026Aug 27, 2018
The rule
Registrations ended
Mar 13, 2026
Registered next
Aug 27, 2018
Branch state
CO
Cities
1, most in Lakewood, Co
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
75%
Succession by the destination
none on the tape
Other teams out of P••••••• B•••••• F••••••••Other teams into K••••• A••••••• S•••••••• L••