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
3 advisors left A••••• A•• P••••••• S••••••• for S••••• W••••• A•••••••• I•••
BD affiliatedtono RAUMOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Laura A Herl | Denver, Co | Nov 13, 2020 | Jun 28, 2022 |
| Leslie Ann Morgan | Denver, Co | Nov 13, 2020 | Sep 9, 2021 |
| Yusuf Mohamed Bondae | Glendale, Co | Nov 13, 2020 | Dec 18, 2020 |
The rule
- Registrations ended
- Nov 13, 2020
- Registered next
- Dec 18, 2020 to Jun 28, 2022
- Branch state
- CO
- Cities
- 2, most in Denver, Co
- Registered there that day
- 1,255 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape