DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left A••••••••• A••••••• L•• for Q••••• P••••••• I••••••••• M•••••••••

othertoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew Charles HowardGreenwood Village, CoJun 8, 2026Apr 27, 2026
Charles Thomas HowardGreenwood Village, CoJun 8, 2026Apr 27, 2026
David Joseph StockGreenwood Village, CoJun 8, 2026Jun 11, 2026
Lambert Cadwalader BunkerGreenwood Village, CoJun 8, 2026Apr 28, 2026
The rule
Registrations ended
Jun 8, 2026
Registered next
Apr 27, 2026 to Jun 11, 2026
Branch state
CO
Cities
1, most in Greenwood Village, Co
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of A••••••••• A••••••• L••Other teams into Q••••• P••••••• I••••••••• M•••••••••