DFX Intelligence
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Team lift-out
2 advisors left E••••• J•••• for G•• W••••• S••••••••• G••••• L••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Katherine Preston | Basalt, Co | Mar 25, 2024 | Mar 22, 2024 |
| Michael Anthony Truskowski | Centennial, Co | Mar 26, 2024 | Apr 11, 2024 |
The rule
- Registrations ended
- Mar 25, 2024 to Mar 26, 2024
- Registered next
- Mar 22, 2024 to Apr 11, 2024
- Branch state
- CO
- Cities
- 2, most in Basalt, Co
- Registered there that day
- 20,319 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape