DFX Intelligence

RIA 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.

Firm absorbed

6 advisors left K••••• F•••••••• S••••••••• L•• for M••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
David Trevor MartinHighlands Ranch, CoDec 31, 2018May 11, 2018
Eric John HaberkornHighlands Ranch, CoDec 31, 2018Mar 16, 2018
Jesse Randall MaggioHighlands Ranch, CoDec 31, 2018Dec 19, 2018
Michelle Durand Freres ThebeauHighlands Ranch, CoDec 31, 2018Aug 21, 2018
Patricia Brown KummerHighlands Ranch, CoDec 31, 2018Mar 16, 2018
Paula J. DegenerHighlands Ranch, CoDec 31, 2018Mar 16, 2018
The rule
Registrations ended
Dec 31, 2018
Registered next
Mar 16, 2018 to Dec 19, 2018
Branch state
CO
Cities
1, most in Highlands Ranch, Co
Registered there that day
6 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of K••••• F•••••••• S••••••••• L••Other teams into M••••••