DFX Intelligence

RIA Intelligence

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Team lift-out

6 advisors left W•••• F•••• A••••••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Michelle Jean LawtonGrand Junction, CoAug 9, 2024Aug 1, 2024
Charles Patrick WaneboGrand Junction, CoAug 12, 2024Aug 1, 2024
Joshua Glen SmithGrand Junction, CoAug 12, 2024Aug 1, 2024
Kristen Janae WatsonGrand Junction, CoAug 12, 2024Aug 1, 2024
Linda Smith MendenhallGrand Junction, CoAug 12, 2024Aug 1, 2024
Zachary Paul BryantGrand Junction, CoAug 12, 2024Aug 1, 2024
The rule
Registrations ended
Aug 9, 2024 to Aug 12, 2024
Registered next
Aug 1, 2024
Branch state
CO
Cities
1, most in Grand Junction, Co
Registered there that day
13,608 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into R•••••• J•••• F•••••••• S••••••• A•••••••• I••