DFX Intelligence
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Team lift-out
3 advisors left A• W••••• M••••••••• L•• for L••• A•• R•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Colin Timothy Richards | Highland Ranch, Co | Jun 13, 2024 | Jan 8, 2024 |
| Luke Taylor Gregory | Highlands Ranch, Co | Jun 13, 2024 | Jan 3, 2025 |
| Timothy Alan Trier | Highlands Ranch, Co | Jun 13, 2024 | Jan 8, 2024 |
The rule
- Registrations ended
- Jun 13, 2024
- Registered next
- Jan 8, 2024 to Jan 3, 2025
- Branch state
- CO
- Cities
- 2, most in Highlands Ranch, Co
- Registered there that day
- 414 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- Succession by the destination
- none on the tape