DFX Intelligence
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Team lift-out
2 advisors left B•••• F••••••••• L•• for F••••••• W••••• A•••••••• L••
state registeredtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Amy Louise Bloom | Westminster, Co | Jan 31, 2024 | Aug 17, 2023 |
| Mitchell Lewis Bloom | Westminster, Co | Jan 31, 2024 | Jul 6, 2023 |
The rule
- Registrations ended
- Jan 31, 2024
- Registered next
- Jul 6, 2023 to Aug 17, 2023
- Branch state
- CO
- Cities
- 1, most in Westminster, 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