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 C••••••• W••••• G•••• L•• for M••• W•••••
no RAUMtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Trevor John Hougardy | Denver, Co | Aug 19, 2020 | Aug 21, 2020 |
| Adam Benjamin Coleman | Denver, Co | Aug 20, 2020 | Aug 21, 2020 |
The rule
- Registrations ended
- Aug 19, 2020 to Aug 20, 2020
- Registered next
- Aug 21, 2020
- Branch state
- CO
- Cities
- 1, most in Denver, Co
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape