DFX Intelligence
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Team lift-out
2 advisors left U••• B•••••• I••••••••• I••• for R•••••• J•••• • A••••••••• I•••
BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Erica Louise Kohlwaies | Lakewood, Co | Apr 3, 2025 | Apr 2, 2025 |
| Scott Michael Gajeski | Aurora, Co | Apr 3, 2025 | Apr 2, 2025 |
The rule
- Registrations ended
- Apr 3, 2025
- Registered next
- Apr 2, 2025
- Branch state
- CO
- Cities
- 2, most in Aurora, Co
- Registered there that day
- 927 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape