DFX Intelligence
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Channel change (one enterprise)
9 advisors moved from W•••• F•••• A••••••• to W•••• F•••• A•••••••
Not a lift-out: the two CRDs file under the same business name, so the two CRDs are one enterprise and nobody left anyone. A channel switch, an integration after an acquisition or an affiliate transfer. Never counted as a team in or out.
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Donna Jean Boyette | Greenwood Village, Co | Apr 16, 2026 | Apr 16, 2026 |
| Meghan Marie Mcguire | Larkspur, Co | Apr 16, 2026 | Apr 16, 2026 |
| Michael Joseph Pepper | Greenwood Village, Co | Apr 16, 2026 | Apr 16, 2026 |
| Scott Douglas Shuler | Colorado Springs, Co | Apr 16, 2026 | Apr 16, 2026 |
| Steven Donald Zahorik | Castle Pines, Co | Apr 16, 2026 | Apr 16, 2026 |
| Thomas Hunter Williams | Denver, Co | Apr 16, 2026 | Apr 16, 2026 |
| Vicki Diane Hansen | Greenwood Village, Co | Apr 16, 2026 | Apr 16, 2026 |
| Luke E Johnson | Denver, Co | Apr 23, 2026 | Apr 23, 2026 |
The rule
- Registrations ended
- Apr 16, 2026 to Apr 23, 2026
- Registered next
- Apr 16, 2026 to Apr 23, 2026
- Branch state
- CO
- Cities
- 6, most in Greenwood Village, Co
- Registered there that day
- 14,306 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- One enterprise because
- the two CRDs file under the same business name
- Succession by the destination
- none on the tape