DFX Intelligence
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Team lift-out
3 advisors left M••••• S•••••• for R•••••• J•••• • A••••••••• I•••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Katherine B. Janda | Loveland, Co | Jun 25, 2024 | Jun 20, 2024 |
| Sharon Ann Brown | Denver, Co | Jun 25, 2024 | Jun 20, 2024 |
| Gary Hal Perl | Loveland, Co | Jun 26, 2024 | Jun 27, 2024 |
The rule
- Registrations ended
- Jun 25, 2024 to Jun 26, 2024
- Registered next
- Jun 20, 2024 to Jun 27, 2024
- Branch state
- CO
- Cities
- 2, most in Loveland, Co
- Registered there that day
- 20,481 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape