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
2 advisors left C•••• V• F••••• O•••••• L•• for C•••• V• V•••••••• L••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Dietz Fry | Denver, Co | Dec 31, 2023 | Dec 4, 2023 |
| John Christopher Henderson | Denver, Co | Jan 5, 2024 | Feb 18, 2025 |
The rule
- Registrations ended
- Dec 31, 2023 to Jan 5, 2024
- Registered next
- Dec 4, 2023 to Feb 18, 2025
- Branch state
- CO
- Cities
- 1, most in Denver, Co
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 25%
- Succession by the destination
- none on the tape