DFX Intelligence
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Team lift-out
2 advisors left M••••• S•••••• for R••••• W• B•••• • C•• I•••••••••
wirehousetomixed wealthWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Scott D Shadid | Durango, Co | Feb 22, 2022 | Feb 18, 2022 |
| Thomas B Helms | Durango, Co | Feb 22, 2022 | Feb 18, 2022 |
The rule
- Registrations ended
- Feb 22, 2022
- Registered next
- Feb 18, 2022
- Branch state
- CO
- Cities
- 1, most in Durango, Co
- Registered there that day
- 17,965 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape