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 T••••• A•••• M••••••••• L•• for A••••••• A••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Apr 2, 2025
- Registered next
- Jan 24, 2025 to Feb 6, 2025
- Branch state
- CO
- Cities
- 1, most in Littleton, Co
- Registered there that day
- 63 (people still on IAPD; an estimate)
- Share of that headcount
- 3.2%
- Succession by the destination
- none on the tape