DFX Intelligence

RIA Intelligence

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Firm absorbed

3 advisors left C••••••••• F•••••••• S•••••••• I••• for I•• A••••••• S•••••••• I•••

independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Kyle John HurtDenver, CoMay 1, 2026May 1, 2026
Matthew Michael ObertDenver, CoMay 1, 2026May 1, 2026
Shawn Anthony RogersDenver, CoMay 1, 2026May 1, 2026
The rule
Registrations ended
May 1, 2026
Registered next
May 1, 2026
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 C••••••••• F•••••••• S•••••••• I•••Other teams into I•• A••••••• S•••••••• I•••