DFX Intelligence
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Team lift-out
2 advisors left S•••••••• I••••••••• A•••••••• L•• for A••• A••••••• P•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam Blocki | Pagosa Springs, Co | Jul 11, 2025 | Jun 18, 2025 |
| Ann Marie Sandquist | Silverthorne, Co | Jul 11, 2025 | Jun 18, 2025 |
The rule
- Registrations ended
- Jul 11, 2025
- Registered next
- Jun 18, 2025
- Branch state
- CO
- Cities
- 2, most in Silverthorne, Co
- Registered there that day
- 16 (people still on IAPD; an estimate)
- Share of that headcount
- 13%
- Succession by the destination
- none on the tape