DFX Intelligence
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Team lift-out
2 advisors left W•••••• W••••• M••••••••• L•• for I••••••••• F•••••••• P•••••••
independent RIAtootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cain Benjamin Kobert | Boulder, Co | Nov 27, 2017 | Nov 30, 2017 |
| Darla Dustin Douglas | Boulder, Co | Nov 27, 2017 | Dec 1, 2017 |
The rule
- Registrations ended
- Nov 27, 2017
- Registered next
- Nov 30, 2017 to Dec 1, 2017
- Branch state
- CO
- Cities
- 1, most in Boulder, Co
- Registered there that day
- 62 (people still on IAPD; an estimate)
- Share of that headcount
- 3.2%
- Succession by the destination
- a succession within a year (Oct 15, 2018), not necessarily this firm