DFX Intelligence

RIA Intelligence

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Firm absorbed

5 advisors left A••••••••• W••••• A••••••• L•• for R•• A•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Chris David AbeytaColorado Springs, CoJan 8, 2024Jan 8, 2024
Dustin Eugene WestColorado Springs, CoJan 8, 2024Jan 6, 2024
Mackenzie Karner BekezaColorado Springs, CoJan 8, 2024Jan 8, 2024
Raymond E HartColorado Springs, CoJan 8, 2024Jan 8, 2024
Susan Diane AuerColorado Springs, CoJan 8, 2024Jan 8, 2024
The rule
Registrations ended
Jan 8, 2024
Registered next
Jan 6, 2024 to Jan 8, 2024
Branch state
CO
Cities
1, most in Colorado Springs, Co
Registered there that day
6 (people still on IAPD; an estimate)
Share of that headcount
83%
Succession by the destination
none on the tape
Other teams out of A••••••••• W••••• A••••••• L••Other teams into R•• A•••••••• L••