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
2 advisors left G••••• W••••• M••••••••• I••• for C••• L••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bill Lee Day | Colorado Springs, Co | Jan 12, 2018 | Apr 3, 2023 |
| Tray A Wiltse | Colorado Springs, Co | Jan 12, 2018 | Apr 3, 2023 |
The rule
- Registrations ended
- Jan 12, 2018
- Registered next
- Apr 3, 2023
- Branch state
- CO
- Cities
- 1, most in Colorado Springs, Co
- Registered there that day
- 174 (people still on IAPD; an estimate)
- Share of that headcount
- 1.1%
- Succession by the destination
- none on the tape