DFX Intelligence

RIA Intelligence

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Team lift-out

2 advisors left M•• F•••••••• S•••••••• I••• for C••••••••• F•••••••• N••••••

othertonational BDOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Lacey JordanColorado Springs, CoMay 5, 2015May 4, 2015
Tracy Dena ThornlowColorado Springs, CoMay 5, 2015May 4, 2015
The rule
Registrations ended
May 5, 2015
Registered next
May 4, 2015
Branch state
CO
Cities
1, most in Colorado Springs, Co
Registered there that day
2,018 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of M•• F•••••••• S•••••••• I•••Other teams into C••••••••• F•••••••• N••••••