DFX Intelligence
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Team lift-out
6 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 |
|---|---|---|---|
| Amanda Michelle Holmes | Denver, Co | Sep 23, 2024 | Jun 25, 2024 |
| Jeremy Shane Willson | Denver, Co | Sep 23, 2024 | Jun 24, 2024 |
| John Richard Berry | Denver, Co | Sep 23, 2024 | Jun 24, 2024 |
| Jonathan Robert Donnaway | Denver, Co | Sep 23, 2024 | Jun 25, 2024 |
| Kelly Lynn Bauman | Denver, Co | Sep 23, 2024 | Jun 24, 2024 |
| Randy Allen Schmidt | Denver, Co | Sep 23, 2024 | Jun 25, 2024 |
The rule
- Registrations ended
- Sep 23, 2024
- Registered next
- Jun 24, 2024 to Jan 1, 2026
- Branch state
- CO
- Cities
- 1, most in Denver, Co
- Registered there that day
- 23 (people still on IAPD; an estimate)
- Share of that headcount
- 26%
- Succession by the destination
- none on the tape