DFX Intelligence
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Team lift-out
2 advisors left T•• A•••••••• G•••• for N•• A••••••• S••••••• I••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jennifer Wernsing | Greenwood Village, Co | Sep 8, 2025 | Oct 24, 2025 |
| Kelly Renee Rose | Greenwood Village, Co | Sep 8, 2025 | Dec 12, 2025 |
The rule
- Registrations ended
- Sep 8, 2025
- Registered next
- Oct 24, 2025 to Dec 12, 2025
- Branch state
- CO
- Cities
- 1, most in Greenwood Village, Co
- Registered there that day
- 153 (people still on IAPD; an estimate)
- Share of that headcount
- 1.3%
- Succession by the destination
- none on the tape