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
3 advisors left C•••••• A•••• M••••••••• L•• for U•• F•••••••• S••••••• I•••
independent RIAtowirehouseRIA to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Chase Andrew Rodawig | Denver, Co | Feb 18, 2025 | Feb 19, 2025 |
| Peter C Sherlock | Denver, Co | Feb 18, 2025 | Feb 18, 2025 |
The rule
- Registrations ended
- Feb 18, 2025
- Registered next
- Feb 18, 2025 to Feb 19, 2025
- Branch state
- CO
- Cities
- 1, most in Denver, Co
- Registered there that day
- 169 (people still on IAPD; an estimate)
- Share of that headcount
- 1.8%
- Succession by the destination
- none on the tape