DFX Intelligence
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Team lift-out
2 advisors left J•••••• W••••• for M••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Lee | Englewood, Co | Mar 19, 2025 | Feb 28, 2025 |
| Edward Lee Gerber | Englewood, Co | Mar 19, 2025 | Feb 28, 2025 |
The rule
- Registrations ended
- Mar 19, 2025
- Registered next
- Feb 28, 2025
- Branch state
- CO
- Cities
- 1, most in Englewood, Co
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape