DFX Intelligence
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Team lift-out
3 advisors left A••• C•••••• P•••••••• L•• for M••••• G•••• I••••••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian R Eller | Englewood, Co | Oct 1, 2025 | Aug 26, 2025 |
| Chad Aaron Williams | Englewood, Co | Oct 1, 2025 | Aug 14, 2025 |
| Zachary Joseph Heath | Englewood, Co | Oct 1, 2025 | Aug 26, 2025 |
The rule
- Registrations ended
- Oct 1, 2025
- Registered next
- Aug 14, 2025 to Aug 26, 2025
- Branch state
- CO
- Cities
- 1, most in Englewood, Co
- Registered there that day
- 16 (people still on IAPD; an estimate)
- Share of that headcount
- 19%
- Succession by the destination
- none on the tape