DFX 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 A••••••••• W••••• A••••••• L•• for R•• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gregg Michael Indovina | Colorado Springs, Co | Feb 2, 2023 | Jan 31, 2023 |
| Nathan Scott Yeomans | Englewood, Co | Feb 3, 2023 | Jan 31, 2023 |
The rule
- Registrations ended
- Feb 2, 2023 to Feb 3, 2023
- Registered next
- Jan 31, 2023
- Branch state
- CO
- Cities
- 2, most in Colorado Springs, Co
- Registered there that day
- 9 (people still on IAPD; an estimate)
- Share of that headcount
- 22%
- Succession by the destination
- none on the tape