DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left W•••• F•••• A••••••• for F••••••• P••••••• A•• W•••••••• A•••••••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Peter F. Staubitz | Boulder, Co | Aug 17, 2020 | Dec 21, 2020 |
| Jeffrey Oline | Greenwood Village, Co | Aug 19, 2020 | Sep 8, 2020 |
The rule
- Registrations ended
- Aug 17, 2020 to Aug 19, 2020
- Registered next
- Sep 8, 2020 to Dec 21, 2020
- Branch state
- CO
- Cities
- 2, most in Boulder, Co
- Registered there that day
- 14,334 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape