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 |
|---|---|---|---|
| Kelsey Alexis Ruttenberg | Boulder, Co | Apr 23, 2026 | Apr 24, 2026 |
| Brian Scott Whatley | Denver, Co | May 5, 2026 | Apr 24, 2026 |
The rule
- Registrations ended
- Apr 23, 2026 to May 5, 2026
- Registered next
- Apr 24, 2026
- Branch state
- CO
- Cities
- 2, most in Boulder, Co
- Registered there that day
- 14,339 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape