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.
Firm absorbed
6 advisors left C•••• W••••• for B•• F•••••••• P•••••• W•••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andres E Roodveldt | Denver, Co | Oct 29, 2019 | Jun 28, 2019 |
| Eric Lyle Chapman | Denver, Co | Oct 29, 2019 | Jun 28, 2019 |
| Gordan Craig Post | Denver, Co | Oct 31, 2019 | Jun 28, 2019 |
| Juliet M Hull | Denver, Co | Oct 31, 2019 | Jun 28, 2019 |
| Rita Koch Day | Denver, Co | Oct 31, 2019 | Jun 28, 2019 |
| Sandra Loraine Knecht | Denver, Co | Oct 31, 2019 | Jun 28, 2019 |
The rule
- Registrations ended
- Oct 29, 2019 to Oct 31, 2019
- Registered next
- Jun 28, 2019
- Branch state
- CO
- Cities
- 1, most in Denver, Co
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 75%
- Succession by the destination
- none on the tape