DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for L•• F•••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Anton Paul Ripsam | Greeley, Co | Apr 23, 2018 | Apr 20, 2018 |
| Kelsey Ann Odey | Denver, Co | May 1, 2018 | Aug 9, 2018 |
The rule
- Registrations ended
- Apr 23, 2018 to May 1, 2018
- Registered next
- Apr 20, 2018 to Aug 9, 2018
- Branch state
- CO
- Cities
- 2, most in Greeley, Co
- Registered there that day
- 14,239 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape