DFX Intelligence
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Team lift-out
3 advisors left A••••• A•• P••••••• S••••••• for T••••• F••••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Charles Leland Nedele | Denver, Co | Nov 13, 2020 | Jan 15, 2021 |
| Robert Allan Helgeland | Denver, Co | Nov 13, 2020 | Nov 3, 2020 |
| Thomas G Braun | Denver, Co | Nov 13, 2020 | Nov 3, 2020 |
The rule
- Registrations ended
- Nov 13, 2020
- Registered next
- Nov 3, 2020 to Jan 15, 2021
- Branch state
- CO
- Cities
- 1, 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