DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for S••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Julia Oh | Denver, Co | Nov 19, 2019 | Nov 9, 2021 |
| Jonathan Mike Moranchel | Greenwood Village, Co | Nov 22, 2019 | Oct 25, 2019 |
The rule
- Registrations ended
- Nov 19, 2019 to Nov 22, 2019
- Registered next
- Oct 25, 2019 to Nov 9, 2021
- Branch state
- CO
- Cities
- 2, most in Denver, Co
- Registered there that day
- 14,405 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape