DFX Intelligence
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Team lift-out
2 advisors left P••••••••• S••••••••• C••••••••• for C••••••••• P•••••••• R••••• C•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joshua John Hattig | Berthoud, Co | Aug 4, 2022 | Aug 5, 2022 |
| Stephen Moorman | Berthoud, Co | Aug 4, 2022 | Jan 4, 2023 |
The rule
- Registrations ended
- Aug 4, 2022
- Registered next
- Aug 5, 2022 to Jan 4, 2023
- Branch state
- CO
- Cities
- 1, most in Berthoud, Co
- Registered there that day
- 359 (people still on IAPD; an estimate)
- Share of that headcount
- 0.6%
- Succession by the destination
- none on the tape