DFX Intelligence
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Team lift-out
2 advisors left F•••••••• S••••••• M••••••••• I•• for A••••••••• W••••• P•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jared Scott Price | Lakewood, Co | May 30, 2018 | Jun 11, 2018 |
| John Randal Judd | Lakewood, Co | May 30, 2018 | Jun 6, 2018 |
The rule
- Registrations ended
- May 30, 2018
- Registered next
- Jun 6, 2018 to Jun 11, 2018
- Branch state
- CO
- Cities
- 1, most in Lakewood, Co
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape