DFX Intelligence
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Team lift-out
2 advisors left C••••••• F•••••••• M••••••••• L•• for L•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Chartrey | Boulder, Co | Mar 28, 2024 | Mar 28, 2024 |
| Joshua Robert Miller | Boulder, Co | Mar 28, 2024 | Mar 28, 2024 |
The rule
- Registrations ended
- Mar 28, 2024
- Registered next
- Mar 28, 2024
- Branch state
- CO
- Cities
- 1, most in Boulder, Co
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape