DFX Intelligence
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Team lift-out
3 advisors left T•• I••••••••• A•••• M••••••••• L•• for J•••••• W••••• M••••••••• L••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ann Holland Boon | Denver, Co | Jan 2, 2019 | Nov 20, 2018 |
| James Michael Boon | Denver, Co | Jan 2, 2019 | Nov 20, 2018 |
| James Tyler Boon | Denver, Co | Jan 2, 2019 | Nov 20, 2018 |
The rule
- Registrations ended
- Jan 2, 2019
- Registered next
- Nov 20, 2018
- Branch state
- CO
- Cities
- 1, most in Denver, Co
- Registered there that day
- 10 (people still on IAPD; an estimate)
- Share of that headcount
- 30%
- Succession by the destination
- none on the tape