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.
Firm absorbed
4 advisors left D•••••• C•••••• M••••••••• I•• for N•• A•••••••• A• D••••••• O• N•• F•••••••• C•••••••••
unclassifiedtootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Douglas J Roller | Englewood, Co | Dec 17, 2015 | Dec 28, 2015 |
| Joshua L Millard | Englewood, Co | Dec 17, 2015 | Dec 28, 2015 |
| Lynn Probst | Arvada, Co | Dec 31, 2015 | Nov 12, 2015 |
| Timothy A Szymanski | Englewood, Co | Dec 31, 2015 | Aug 11, 2015 |
The rule
- Registrations ended
- Dec 17, 2015 to Dec 31, 2015
- Registered next
- Aug 11, 2015 to Dec 28, 2015
- Branch state
- CO
- Cities
- 2, most in Englewood, Co
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 57%
- Succession by the destination
- none on the tape