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

2 advisors left W•••••• W••••• M••••••••• L•• for W•••• H••• W••••• M•••••••••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Cameron Robert DyeBroomfield, CoJun 22, 2026May 13, 2026
Jonathan David WhiteBroomfield, CoJun 22, 2026May 14, 2026
The rule
Registrations ended
Jun 22, 2026
Registered next
May 13, 2026 to May 14, 2026
Branch state
CO
Cities
1, most in Broomfield, Co
Registered there that day
113 (people still on IAPD; an estimate)
Share of that headcount
1.8%
Succession by the destination
none on the tape