DFX Intelligence
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Team lift-out
2 advisors left O•••• W•••••• I••• for L••••••• A•••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| George Peter Fields | Littleton, Co | Sep 25, 2024 | Sep 23, 2024 |
| Ian Robert Yarberry | Littleton, Co | Sep 25, 2024 | Sep 23, 2024 |
The rule
- Registrations ended
- Sep 25, 2024
- Registered next
- Sep 23, 2024
- Branch state
- CO
- Cities
- 1, most in Littleton, Co
- Registered there that day
- 6,430 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape