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 E••••• J•••• for L•• F•••••••• L••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Martin Volin | Greenwood Village, Co | Jun 13, 2025 | Jun 12, 2025 |
| Christian Javier Pineda | Canon City, Co | Jun 18, 2025 | Jun 17, 2025 |
| Jacob David Francis | Canon City, Co | Jun 18, 2025 | Jun 17, 2025 |
The rule
- Registrations ended
- Jun 13, 2025 to Jun 18, 2025
- Registered next
- Jun 12, 2025 to Jun 17, 2025
- Branch state
- CO
- Cities
- 3, most in Greenwood Village, Co
- Registered there that day
- 22,277 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape