DFX Intelligence
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Team lift-out
2 advisors left T•• R••••• G••••• L•• for H•••••••• A•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Contessa Maria Archuleta | Santa Fe, Nm | Dec 31, 2024 | Apr 21, 2021 |
| Kyle James Burns | Santa Fe, Nm | Dec 31, 2024 | Apr 21, 2021 |
The rule
- Registrations ended
- Dec 31, 2024
- Registered next
- Apr 21, 2021
- Branch state
- NM
- Cities
- 1, most in Santa Fe, Nm
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape