DFX Intelligence
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Team lift-out
3 advisors left C•••••• F•••••••• M••••••••• I••• for A•••••• W••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alan David Holman | Denver, Co | Feb 12, 2021 | Jan 1, 2025 |
| Dana Greathouse | Denver, Co | Feb 12, 2021 | Apr 21, 2022 |
| Jacob Jeffrey Walker | Denver, Co | Feb 12, 2021 | Jan 6, 2021 |
The rule
- Registrations ended
- Feb 12, 2021
- Registered next
- Jan 6, 2021 to Jan 1, 2025
- Branch state
- CO
- Cities
- 1, most in Denver, Co
- Registered there that day
- 9 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape