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 F•••• F•••••••• G••••• I••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Marilyn Smothers Weaver | Greenwood Village, Co | Jun 30, 2021 | Jun 2, 2021 |
| Alexis Georgeanna Herman | Greenwood Village, Co | Jul 14, 2021 | Jun 18, 2021 |
The rule
- Registrations ended
- Jun 30, 2021 to Jul 14, 2021
- Registered next
- Jun 2, 2021 to Jun 18, 2021
- Branch state
- CO
- Cities
- 1, most in Greenwood Village, Co
- Registered there that day
- 23 (people still on IAPD; an estimate)
- Share of that headcount
- 8.7%
- Succession by the destination
- none on the tape