DFX Intelligence
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Team lift-out
2 advisors left I••••••• I••••••••• A•••••••• L•• for P••••••• W••••• A•••••••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bryan Scott Jarman | Denver, Co | Dec 31, 2023 | Feb 14, 2024 |
| Kenneth Laird Macdonald | Denver, Co | Dec 31, 2023 | Feb 14, 2024 |
The rule
- Registrations ended
- Dec 31, 2023
- Registered next
- Feb 14, 2024
- Branch state
- CO
- Cities
- 1, most in Denver, Co
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape