DFX Intelligence
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Firm absorbed
5 advisors left P•••• F•••••••• S••••••••• L•• for I••••••••• W••••• C••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Dec 14, 2023
- Registered next
- May 10, 2023
- Branch state
- CO
- Cities
- 1, most in Englewood, Co
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 83%
- Succession by the destination
- none on the tape