DFX Intelligence
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Team lift-out
2 advisors left H••••••• S••••••••• I••••••••• for T•••••••
unclassifiedtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Drew Mckinley Hayworth | Denver, Co | Dec 31, 2022 | Sep 22, 2022 |
| John Robert Goltermann | Denver, Co | Dec 31, 2022 | Sep 22, 2022 |
The rule
- Registrations ended
- Dec 31, 2022
- Registered next
- Sep 22, 2022
- Branch state
- CO
- Cities
- 1, most in Denver, Co
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape