DFX Intelligence
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Firm absorbed
9 advisors left A••• C•••••• P•••••••• L•• for C••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ashli B Collins | Englewood, Co | Oct 2, 2025 | Jul 9, 2025 |
| Brian Patrick Rorick | Englewood, Co | Oct 2, 2025 | Jul 8, 2025 |
| Dana Fambrough Bath | Englewood, Co | Oct 2, 2025 | Jul 8, 2025 |
| John Norman Dalton | Englewood, Co | Oct 2, 2025 | Jul 8, 2025 |
| Jonathan Erik Adams | Englewood, Co | Oct 2, 2025 | Jul 9, 2025 |
| Marsha Newman Nuttall | Englewood, Co | Oct 2, 2025 | Jan 6, 2026 |
| Michael Walter Beermann | Englewood, Co | Oct 2, 2025 | Jul 8, 2025 |
| Patrick Sean Henderson | Englewood, Co | Oct 2, 2025 | Jul 9, 2025 |
| Robert Bryan Douglas | Englewood, Co | Oct 2, 2025 | Jul 9, 2025 |
The rule
- Registrations ended
- Oct 2, 2025
- Registered next
- Jul 8, 2025 to Jan 6, 2026
- Branch state
- CO
- Cities
- 1, most in Englewood, Co
- Registered there that day
- 10 (people still on IAPD; an estimate)
- Share of that headcount
- 90%
- Succession by the destination
- none on the tape