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 P••••• F•••••••• S••••••••• I••• for H••••••• W••••• M••••••••• L••
unclassifiedtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jackson B Potter | Westminster, Co | Jan 30, 2023 | Nov 1, 2022 |
| Robert Bruce Potter | Westminster, Co | Jan 30, 2023 | Nov 1, 2022 |
The rule
- Registrations ended
- Jan 30, 2023
- Registered next
- Nov 1, 2022
- Branch state
- CO
- Cities
- 1, most in Westminster, 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