DFX Intelligence

RIA 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 I•• W••••• • P•••••• C••••• A••••••• for M••••• G•••• I••••••••• A•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Jason Wayne SandryDenver, CoMar 31, 2023Mar 31, 2023
Jaye EverlandDenver, CoMar 31, 2023Mar 31, 2023
The rule
Registrations ended
Mar 31, 2023
Registered next
Mar 31, 2023
Branch state
CO
Cities
1, most in Denver, Co
Registered there that day
unknown
Share of that headcount
unknown
Succession by the destination
none on the tape
Other teams out of I•• W••••• • P•••••• C••••• A•••••••Other teams into M••••• G•••• I••••••••• A•••••••• L••