DFX Intelligence
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Team lift-out
2 advisors left F•••••••• C••••••••• A••••••••• I•• for F••• F•••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joseph Louis Rillos | Golden, Co | Jun 13, 2024 | Nov 10, 2025 |
| Matthew Joseph Rillos | Golden, Co | Jun 13, 2024 | Apr 8, 2024 |
The rule
- Registrations ended
- Jun 13, 2024
- Registered next
- Apr 8, 2024 to Nov 10, 2025
- Branch state
- CO
- Cities
- 1, most in Golden, Co
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape