DFX Intelligence

RIA Intelligence

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Firm absorbed

3 advisors left C•••••••• A••••••• N••••••• L•• for B•• W••••• A•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Barbara Jean DevineDenver, CoFeb 5, 2021Mar 19, 2021
Micah John LangDenver, CoFeb 5, 2021Mar 19, 2021
Trevor Joe EmeryDenver, CoFeb 5, 2021Mar 19, 2021
The rule
Registrations ended
Feb 5, 2021
Registered next
Mar 19, 2021
Branch state
CO
Cities
1, most in Denver, Co
Registered there that day
3 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of C•••••••• A••••••• N••••••• L••Other teams into B•• W••••• A•••••••• L••