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.
Team lift-out
2 advisors left J••••••• C••••••• I••• for F•••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher Dale Metscher | Denver, Co | Jun 30, 2018 | Sep 27, 2017 |
| Shawn Michael Mercer | Glendale, Co | Jun 30, 2018 | Sep 27, 2017 |
The rule
- Registrations ended
- Jun 30, 2018
- Registered next
- Sep 27, 2017
- Branch state
- CO
- Cities
- 2, most in Denver, Co
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 29%
- Succession by the destination
- none on the tape