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
5 advisors left D•••• W••••• M••••••••• G•••• for D•••• W•••••• L••
unclassifiedtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew T Dodds | Greenwood Village, Co | May 15, 2023 | Jan 8, 2023 |
| Brennan Paul Pate | Englewood, Co | May 15, 2023 | Jan 8, 2023 |
| Dean Edward Norsworthy | Greenwood Village, Co | May 15, 2023 | Jan 8, 2023 |
| Deanna Lee Meyer | Greenwood Village, Co | May 15, 2023 | Jan 6, 2023 |
| John Michael Dodds | Englewood, Co | May 15, 2023 | Jan 8, 2023 |
The rule
- Registrations ended
- May 15, 2023
- Registered next
- Jan 6, 2023 to Jan 8, 2023
- Branch state
- CO
- Cities
- 2, most in Greenwood Village, Co
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape