DFX Intelligence
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Firm absorbed
5 advisors left W•••••• • A••••••••• L•• for C••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brady Allen Jones | Littleton, Co | Sep 12, 2025 | Jun 10, 2025 |
| Christopher John Frey | Littleton, Co | Sep 12, 2025 | Jun 9, 2025 |
| Eleni Yeros | Littleton, Co | Sep 12, 2025 | Jun 9, 2025 |
| Shaun Michael Cavanagh | Littleton, Co | Sep 12, 2025 | Jun 9, 2025 |
| William Michener | Littleton, Co | Sep 12, 2025 | Jun 9, 2025 |
The rule
- Registrations ended
- Sep 12, 2025
- Registered next
- Jun 9, 2025 to Jun 10, 2025
- Branch state
- CO
- Cities
- 1, most in Littleton, Co
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 83%
- Succession by the destination
- none on the tape