DFX Intelligence
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Firm absorbed
14 advisors left I•• W••••• M••••••••• L•• for M••••• F••••• O•••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adrielle Lagda | Denver, Co | Jul 8, 2026 | Feb 18, 2026 |
| Andrew D Mcdonald | Denver, Co | Jul 8, 2026 | Jul 10, 2026 |
| Charles Alexander Willhoit | Denver, Co | Jul 8, 2026 | Jul 10, 2026 |
| Jackson Klutznick | Denver, Co | Jul 8, 2026 | Jul 10, 2026 |
| Jerrel Lee Armstrong | Denver, Co | Jul 8, 2026 | Jul 10, 2026 |
| Joshua Samuel Goldin | Denver, Co | Jul 8, 2026 | Jul 10, 2026 |
| Kevin Michael Mccabe | Denver, Co | Jul 8, 2026 | Jul 10, 2026 |
| Lindsey Nicole Brown | Denver, Co | Jul 8, 2026 | Jul 10, 2026 |
| Megan Mary Sandhagen | Denver, Co | Jul 8, 2026 | Feb 26, 2026 |
| Natasha Sophia Gunberg | Denver, Co | Jul 8, 2026 | Jul 13, 2026 |
| Nicholas Holland Kral | Denver, Co | Jul 8, 2026 | Jul 10, 2026 |
| Shannon Mary Connor | Denver, Co | Jul 8, 2026 | Jul 10, 2026 |
| Stephanie Lynn Bowers | Denver, Co | Jul 8, 2026 | Jul 10, 2026 |
| Tamara Jean Ward | Denver, Co | Jul 8, 2026 | Jul 13, 2026 |
The rule
- Registrations ended
- Jul 8, 2026
- Registered next
- Feb 18, 2026 to Jul 13, 2026
- Branch state
- CO
- Cities
- 1, most in Denver, Co
- Registered there that day
- 14 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape