DFX Intelligence
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Team lift-out
2 advisors left I••••••••• F•••••••• P••••••• for E•••••••• P•••••• W•••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Dustin Kyle Schick | Greenwood Village, Co | Jul 5, 2023 | Feb 17, 2023 |
| Scott Anthony Preston | Greenwood Village, Co | Jul 5, 2023 | Aug 8, 2023 |
| Steven Howard Bowes | Greenwood Village, Co | Jul 5, 2023 | Feb 17, 2023 |
The rule
- Registrations ended
- Jul 5, 2023
- Registered next
- Feb 17, 2023 to Aug 8, 2023
- Branch state
- CO
- Cities
- 1, most in Greenwood Village, Co
- Registered there that day
- 221 (people still on IAPD; an estimate)
- Share of that headcount
- 0.9%
- Succession by the destination
- none on the tape