DFX Intelligence

RIA Intelligence

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Firm absorbed

3 advisors left W••••• L••••• I••••••••• I••• for C••••• P••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Cashel Nicole GiordanoDenver, CoMay 20, 2024Apr 1, 2024
Justin Michael HobbsDenver, CoMay 20, 2024Apr 1, 2024
Kimberly Louise CurtisDenver, CoMay 20, 2024Apr 1, 2024
The rule
Registrations ended
May 20, 2024
Registered next
Apr 1, 2024
Branch state
CO
Cities
1, most in Denver, Co
Registered there that day
3 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of W••••• L••••• I••••••••• I•••Other teams into C••••• P••••••• L••