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.
Firm absorbed
6 advisors left C••••••• F•••••••• M••••••••• L•• for L•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Barbara Katrien Lommen | Boulder, Co | Apr 18, 2023 | Apr 13, 2023 |
| Jordan Tyler Kunz | Boulder, Co | Apr 18, 2023 | Apr 14, 2023 |
| Luke Robert Daniel | Boulder, Co | Apr 18, 2023 | May 31, 2024 |
| Viktoria Falus | Boulder, Co | Apr 18, 2023 | May 29, 2024 |
| William Andrew Snider | Denver, Co | Apr 18, 2023 | Apr 12, 2023 |
| Meagan D'Angelo | Boulder, Co | Apr 20, 2023 | Apr 20, 2023 |
The rule
- Registrations ended
- Apr 18, 2023 to Apr 20, 2023
- Registered next
- Apr 12, 2023 to May 31, 2024
- Branch state
- CO
- Cities
- 2, most in Boulder, Co
- Registered there that day
- 10 (people still on IAPD; an estimate)
- Share of that headcount
- 60%
- Succession by the destination
- none on the tape