DFX Intelligence
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Team lift-out
5 advisors left F•••• F•••••••• E••••• C••••••••• for L•• F•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Anne Marie Perry | Greenwood Village, Co | Apr 4, 2022 | Mar 21, 2022 |
| Bruce (Brett) Palmer Emmeluth | Greenwood Village, Co | Apr 4, 2022 | Mar 31, 2022 |
| Jennifer Marie Frey | Greenwood Village, Co | Apr 4, 2022 | Mar 30, 2022 |
| Lisa Johnson Rizzo | Greenwood Village, Co | Apr 4, 2022 | Mar 21, 2022 |
| Rockwell Stuart Pearson | Greenwood Village, Co | Apr 4, 2022 | Mar 21, 2022 |
The rule
- Registrations ended
- Apr 4, 2022
- Registered next
- Mar 21, 2022 to Mar 31, 2022
- Branch state
- CO
- Cities
- 1, most in Greenwood Village, Co
- Registered there that day
- 61 (people still on IAPD; an estimate)
- Share of that headcount
- 8.2%
- Succession by the destination
- none on the tape