DFX Intelligence

RIA 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

7 advisors left J• P• T••••• • C•••••• C•••••• M••••••••• L•• for C••••• I••••••••• A••••••• L••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Brian Timothy StarkDenver, CoDec 23, 2015Oct 7, 2015
Cory Philip RobinsonDenver, CoDec 23, 2015Oct 19, 2015
Ryan Michael CookDenver, CoDec 23, 2015Oct 13, 2015
Shea Ahren WinkellerDenver, CoDec 23, 2015Oct 13, 2015
Brandon Carl DresplingDenver, CoDec 31, 2015Oct 2, 2015
Derek Nathan EichenwaldDenver, CoDec 31, 2015Oct 14, 2015
James Baker PetersDenver, CoDec 31, 2015Oct 21, 2015
The rule
Registrations ended
Dec 23, 2015 to Dec 31, 2015
Registered next
Oct 2, 2015 to Oct 21, 2015
Branch state
CO
Cities
1, most in Denver, Co
Registered there that day
18 (people still on IAPD; an estimate)
Share of that headcount
39%
Succession by the destination
none on the tape
Other teams out of J• P• T••••• • C•••••• C•••••• M••••••••• L••Other teams into C••••• I••••••••• A••••••• L••