DFX Intelligence
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Team lift-out
2 advisors left R•••• M••••••• P••••••• G••••• I•• for C••••••• A•••• M••••••••• L••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Grace Catherine Wellwerts | Avon, Co | Aug 12, 2022 | Aug 15, 2022 |
| Nicole Andrea Geraci | Avon, Co | Aug 15, 2022 | Jul 13, 2022 |
The rule
- Registrations ended
- Aug 12, 2022 to Aug 15, 2022
- Registered next
- Jul 13, 2022 to Aug 15, 2022
- Branch state
- CO
- Cities
- 1, most in Avon, 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