DFX Intelligence
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Team lift-out
2 advisors left I••••••••• W••••• S••••••••• for I••••••••• W••••• S•••••••••
unclassifiedtono RAUMOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher Daniel Long | Colorado Springs, Co | Dec 1, 2023 | Sep 29, 2023 |
| Richard Lehmann Carroll | Colorado Springs, Co | Dec 1, 2023 | Sep 29, 2023 |
The rule
- Registrations ended
- Dec 1, 2023
- Registered next
- Sep 29, 2023
- Branch state
- CO
- Cities
- 1, most in Colorado Springs, Co
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- a succession within a year (Apr 10, 2024), not necessarily this firm