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

2 advisors left R•••••••• I••••••••• • F•••••••• P•••••••• I••• for M•••••• W••••• M••••••••• L•

unclassifiedtoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Megan NuttelmanDenver, CoFeb 18, 2026Feb 10, 2026
Steven Ronald SmithDenver, CoFeb 18, 2026Feb 10, 2026
The rule
Registrations ended
Feb 18, 2026
Registered next
Feb 10, 2026
Branch state
CO
Cities
2, most in Frisco, Co
Registered there that day
2 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of R•••••••• I••••••••• • F•••••••• P•••••••• I•••Other teams into M•••••• W••••• M••••••••• L•