DFX Intelligence
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Team lift-out
2 advisors left T••••••••• F•••••••• A•••••••• L•• for G••••• V••• C•••••• M••••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Clayton Jon Olson | Fort Collins, Co | Aug 8, 2018 | Aug 9, 2018 |
| Gina Marie Waite | Fort Collins, Co | Aug 8, 2018 | Aug 9, 2018 |
The rule
- Registrations ended
- Aug 8, 2018
- Registered next
- Aug 9, 2018
- Branch state
- CO
- Cities
- 1, most in Fort Collins, Co
- Registered there that day
- 750 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape