DFX Intelligence
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Firm absorbed
6 advisors left I••• C•••••• for N••••••••• A•••• M••••••••• L••
mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alan Dixon Beugg | Denver, Co | Jul 3, 2024 | Jul 1, 2024 |
| Brian Patrick Sullivan | Fort Collins, Co | Jul 3, 2024 | Jul 1, 2024 |
| Bryce Walker Sowitch | Fort Collins, Co | Jul 3, 2024 | Sep 5, 2024 |
| Erica Lynn Young | Fort Collins, Co | Jul 3, 2024 | Jul 9, 2024 |
| Jeffrey John Gordon | Fort Collins, Co | Jul 3, 2024 | Jul 9, 2024 |
| Wayne Carl Jamerson | Fort Collins, Co | Jul 3, 2024 | Jul 1, 2024 |
The rule
- Registrations ended
- Jul 3, 2024
- Registered next
- Jul 1, 2024 to Sep 5, 2024
- Branch state
- CO
- Cities
- 2, most in Fort Collins, Co
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 86%
- Succession by the destination
- none on the tape