DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for L•• F•••••••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Erica Rosario Fulton | Denver, Co | May 9, 2024 | May 14, 2024 |
| Jonathan Dinar | Highlands Ranch, Co | May 16, 2024 | Jun 11, 2024 |
The rule
- Registrations ended
- May 9, 2024 to May 16, 2024
- Registered next
- May 14, 2024 to Jun 11, 2024
- Branch state
- CO
- Cities
- 2, most in Denver, Co
- Registered there that day
- 13,637 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape