DFX Intelligence
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Team lift-out
2 advisors left T•• R••••••••• P••••••• S••••••••• L•• for B••••• P••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael John Beaulieu | Greenwood Village, Co | Mar 3, 2022 | Jan 12, 2022 |
| Sean Franklin Curley | Greenwood Village, Co | Mar 3, 2022 | Jan 20, 2022 |
The rule
- Registrations ended
- Mar 3, 2022
- Registered next
- Jan 12, 2022 to Jan 20, 2022
- Branch state
- CO
- Cities
- 1, most in Greenwood Village, 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