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.
Team lift-out
2 advisors left G••••• V••• C•••••• M••••••••• L•• for G••••••••• W••••• S•••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Clayton Jon Olson | Loveland, Co | Dec 31, 2020 | Jul 9, 2020 |
| Gina Marie Waite | Loveland, Co | Dec 31, 2020 | Jul 9, 2020 |
The rule
- Registrations ended
- Dec 31, 2020
- Registered next
- Jul 9, 2020
- Branch state
- CO
- Cities
- 1, most in Loveland, Co
- Registered there that day
- 69 (people still on IAPD; an estimate)
- Share of that headcount
- 2.9%
- Succession by the destination
- none on the tape