DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left G•• W••••• S••••••••• G••••• L•• for W•••••• W••••• M••••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Daniella FriendCentennial, CoNov 19, 2025Oct 21, 2025
Charles Edwin HellumsCentennial, CoNov 26, 2025Nov 20, 2025
Jeffrey Allan HutchesonCentennial, CoDec 1, 2025Nov 20, 2025
M Katharine CollinsCentennial, CoDec 1, 2025Nov 26, 2025
Anna Elizabeth GraffGreenwood Village, CoDec 4, 2025Dec 1, 2025
Levi Kevin KnutsonGreenwood Village, CoDec 4, 2025Dec 1, 2025
Katherine PrestonCentennial, CoDec 8, 2025Dec 1, 2025
The rule
Registrations ended
Nov 19, 2025 to Dec 8, 2025
Registered next
Oct 21, 2025 to Dec 1, 2025
Branch state
CO
Cities
2, most in Centennial, Co
Registered there that day
20 (people still on IAPD; an estimate)
Share of that headcount
35%
Succession by the destination
none on the tape
Other teams out of G•• W••••• S••••••••• G••••• L••Other teams into W•••••• W••••• M••••••••• L••