DFX Intelligence
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Team lift-out
2 advisors left C•••••••• I••••••••• R••••••• A•••••••• I••• for C••••••••• I••••••••• A•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Colby John Valenta | Westminister, Co | Jan 27, 2025 | Jan 21, 2025 |
| Michael Joseph Valenta | Westminister, Co | Jan 29, 2025 | Jan 21, 2025 |
The rule
- Registrations ended
- Jan 27, 2025 to Jan 29, 2025
- Registered next
- Jan 21, 2025
- Branch state
- CO
- Cities
- 1, most in Westminister, Co
- Registered there that day
- 3,566 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape