DFX Intelligence

RIA Intelligence

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Firm absorbed

8 advisors left S••••••••• I••••••••• C••••••• L••• for S••••••••• L••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Akasha Ngina AbsherDenver, CoDec 31, 2023Jul 17, 2023
Anna Sergeeva TodorovaDenver, CoDec 31, 2023Jul 20, 2023
Benjamin Howard Valore-CaplanDenver, CoDec 31, 2023Jul 20, 2023
Dat Van LeDenver, CoDec 31, 2023Jul 20, 2023
Efrata Dawit KiroseDenver, CoDec 31, 2023Jul 20, 2023
Eric Peart BurtonDenver, CoDec 31, 2023Jul 18, 2023
James Alan BrauerDenver, CoDec 31, 2023Jul 17, 2023
Lynsey GoldsteinDenver, CoDec 31, 2023Jul 17, 2023
The rule
Registrations ended
Dec 31, 2023
Registered next
Jul 17, 2023 to Jul 20, 2023
Branch state
CO
Cities
1, most in Denver, Co
Registered there that day
8 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of S••••••••• I••••••••• C••••••• L•••Other teams into S••••••••• L••