DFX Intelligence
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Team lift-out
13 advisors left T••••••••• F•••••••• A•••••••• L•• for S••••• G••••• I••••••••• L••
BD affiliatedtomixed wealthAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Boyd Jerod Pederson | Gunnison, Co | Aug 28, 2023 | Jan 22, 2025 |
| Sharalee Elizabeth Pederson | Gunnison, Co | Aug 28, 2023 | Aug 25, 2023 |
| Marlys Ann Nash | Englewood, Co | Aug 31, 2023 | Aug 25, 2023 |
| Christopher Lee Felton | Englewood, Co | Sep 11, 2023 | Sep 11, 2023 |
| George Mcferren Kiebler | Englewood, Co | Sep 15, 2023 | Jan 1, 2026 |
| Abraham Fitzsimmons | Centennial, Co | Sep 18, 2023 | Oct 20, 2023 |
| Christopher Philip Ervin | Centennial, Co | Sep 19, 2023 | Jan 22, 2025 |
| Marlow Lynn Felton | Englewood, Co | Sep 19, 2023 | Sep 14, 2023 |
| Jody Ann Wilson | Gunnison, Co | Sep 21, 2023 | Sep 22, 2023 |
| Kerri Leigh Farren | Centennial, Co | Sep 27, 2023 | Jan 1, 2025 |
| Reed Armstrong Meyer | Centennial, Co | Oct 3, 2023 | Oct 11, 2023 |
| Richard Keith Brown | Gunnison, Co | Oct 4, 2023 | Apr 7, 2025 |
| Dennis P Despres | Centennial, Co | Oct 6, 2023 | Nov 9, 2023 |
The rule
- Registrations ended
- Aug 28, 2023 to Oct 6, 2023
- Registered next
- Aug 25, 2023 to Jan 1, 2026
- Branch state
- CO
- Cities
- 3, most in Centennial, Co
- Registered there that day
- 952 (people still on IAPD; an estimate)
- Share of that headcount
- 1.4%
- Succession by the destination
- none on the tape