DFX Intelligence
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Team lift-out
2 advisors left E••••• J•••• for P•• W••••• M•••••••••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jonathan Vergara | Highlands Ranch, Co | Jun 13, 2026 | Jun 26, 2026 |
| Edward Kowalewski | Edwards, Co | Jun 22, 2026 | Jun 29, 2026 |
The rule
- Registrations ended
- Jun 13, 2026 to Jun 22, 2026
- Registered next
- Jun 26, 2026 to Jun 29, 2026
- Branch state
- CO
- Cities
- 2, most in Littleton, Co
- Registered there that day
- 23,621 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape