DFX Intelligence

RIA Intelligence

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Firm absorbed

11 advisors left I•••••••• F•• W••••• A•••••••• I••• for T•• I••••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Nathaniel Jenkins YuricaDenver, CoApr 26, 2019Jan 3, 2025
Brian William BrittDenver, CoApr 30, 2019Jan 6, 2026
Colin Ellsworth MacleodDenver, CoApr 30, 2019May 10, 2019
Daniel William BoulwareDenver, CoApr 30, 2019May 13, 2019
Derek Allan JonesDenver, CoApr 30, 2019May 10, 2019
James Patrick DonnellyDenver, CoApr 30, 2019May 10, 2019
Peter Stuart WyroughDenver, CoApr 30, 2019May 10, 2019
Randall Craig BuckDenver, CoApr 30, 2019May 13, 2019
Raymond Lee HobsonDenver, CoApr 30, 2019May 10, 2019
Troy Adam CookDenver, CoApr 30, 2019May 10, 2019
Victoria Gascoigne CrosbyDenver, CoApr 30, 2019May 10, 2019
The rule
Registrations ended
Apr 26, 2019 to Apr 30, 2019
Registered next
May 10, 2019 to Jan 6, 2026
Branch state
CO
Cities
1, most in Denver, Co
Registered there that day
15 (people still on IAPD; an estimate)
Share of that headcount
73%
Succession by the destination
none on the tape
Other teams out of I•••••••• F•• W••••• A•••••••• I•••Other teams into T•• I••••••••