DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left A• W••••• M••••••••• L•• for R•••••••• A•••••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Alexander StaveroskyEnglewood, CoDec 23, 2025Sep 12, 2025
Christopher Glenn RogersEnglewood, CoDec 23, 2025Sep 12, 2025
Coleman Anthony BensonEnglewood, CoDec 23, 2025Sep 12, 2025
David L. SwensonDenver, CoDec 23, 2025Sep 12, 2025
George Wallace SmithEnglewood, CoDec 23, 2025Jul 28, 2025
Ryan Phillip CsrnkoEnglewood, CoDec 23, 2025Sep 12, 2025
William Kendrick SnecknerEnglewood, CoDec 23, 2025Sep 12, 2025
The rule
Registrations ended
Dec 23, 2025
Registered next
Jul 28, 2025 to Sep 12, 2025
Branch state
CO
Cities
2, most in Englewood, Co
Registered there that day
436 (people still on IAPD; an estimate)
Share of that headcount
1.6%
Succession by the destination
none on the tape
Other teams out of A• W••••• M••••••••• L••Other teams into R•••••••• A•••••••• L••