DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
4 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for B•••••••• W••••• P•••••••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David George Fellows | Englewood, Co | Oct 2, 2025 | Oct 9, 2025 |
| Dawn M. Jones | Boulder, Co | Oct 2, 2025 | Oct 9, 2025 |
| James Mcdonald Dawson | Boulder, Co | Oct 2, 2025 | Aug 4, 2025 |
| Jamie Lyn Sladky | Westminster, Co | Oct 2, 2025 | Aug 4, 2025 |
The rule
- Registrations ended
- Oct 2, 2025
- Registered next
- Aug 4, 2025 to Oct 9, 2025
- Branch state
- CO
- Cities
- 3, most in Boulder, Co
- Registered there that day
- 6,076 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape