DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left C••••• C••••••• L•• for F••••••• P••••••• A•• W•••••••• A•••••••

othertono RAUMOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Justin ChoiDenver, CoMar 29, 2016Jan 4, 2019
Patrick FalveyDenver, CoMar 29, 2016Jun 16, 2021
Thomas BauerDenver, CoMar 29, 2016Nov 15, 2022
The rule
Registrations ended
Mar 29, 2016
Registered next
Jan 4, 2019 to Nov 15, 2022
Branch state
CO
Cities
1, most in Denver, Co
Registered there that day
41 (people still on IAPD; an estimate)
Share of that headcount
7.3%
Succession by the destination
none on the tape
Other teams out of C••••• C••••••• L••Other teams into F••••••• P••••••• A•• W•••••••• A•••••••