DFX Intelligence
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Team lift-out
3 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for C••••••••• I••••••••• A•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Marilyn F Smith | Colorado Spring, Co | Jun 5, 2023 | May 19, 2023 |
| Brooke Marie Humphrey | Greenwood Village, Co | Jun 8, 2023 | Jun 12, 2023 |
| Grant Mcginty | Greenwood Village, Co | Jun 9, 2023 | May 31, 2023 |
The rule
- Registrations ended
- Jun 5, 2023 to Jun 9, 2023
- Registered next
- May 19, 2023 to Jun 12, 2023
- Branch state
- CO
- Cities
- 2, most in Greenwood Village, Co
- Registered there that day
- 5,420 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape