DFX Intelligence
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Team lift-out
2 advisors left S•••••••• F••••••••• I••• for T•• A•••••••• G••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Dec 16, 2020 to Dec 17, 2020
- Registered next
- Jul 31, 2020 to Sep 22, 2020
- Branch state
- CO
- Cities
- 2, most in Denver, Co
- Registered there that day
- 871 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape