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 I•• G•••• W••••• M••••••••• L•• for L•• F•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jacob Preston | Denver, Co | Aug 30, 2024 | Jan 1, 2025 |
| James Robert Tabb | Denver, Co | Aug 30, 2024 | Jun 3, 2024 |
The rule
- Registrations ended
- Aug 30, 2024
- Registered next
- Jun 3, 2024 to Jan 1, 2025
- Branch state
- CO
- Cities
- 1, most in Denver, Co
- Registered there that day
- 31 (people still on IAPD; an estimate)
- Share of that headcount
- 6.5%
- Succession by the destination
- none on the tape