DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
3 advisors left H••••• I••••••••• M••••••••• L•• for A•• F•••••••• S•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Erle Gray | Westminster, Co | Aug 13, 2019 | Jul 8, 2019 |
| Johnny Michael Goodhue | Westminster, Co | Aug 13, 2019 | Jul 3, 2019 |
| Raymond John Stein | Westminster, Co | Aug 13, 2019 | Aug 9, 2019 |
The rule
- Registrations ended
- Aug 13, 2019
- Registered next
- Jul 3, 2019 to Aug 9, 2019
- Branch state
- CO
- Cities
- 1, most in Westminster, Co
- Registered there that day
- 71 (people still on IAPD; an estimate)
- Share of that headcount
- 4.2%
- Succession by the destination
- none on the tape