DFX Intelligence
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Team lift-out
3 advisors left D••••• P••• L•• for F••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Leonard Scott Sanford | Denver, Co | Dec 4, 2024 | Sep 11, 2024 |
| Roger Lawrence Pierce | Denver, Co | Dec 4, 2024 | Sep 11, 2024 |
| Sherri Lyn Gilligan | Denver, Co | Dec 4, 2024 | Sep 11, 2024 |
The rule
- Registrations ended
- Dec 4, 2024
- Registered next
- Sep 11, 2024
- Branch state
- CO
- Cities
- 1, most in D•••••, Co
- Registered there that day
- 12 (people still on IAPD; an estimate)
- Share of that headcount
- 25%
- Succession by the destination
- none on the tape