DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left R•• C•••••• M••••••• L•• for R•••••• J•••• • A••••••••• I•••

national BDtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Jared Thomas LambParker, CoJan 30, 2026Jan 15, 2026
Kimberly Ann BairdBroomfield, CoJan 30, 2026Jan 15, 2026
Mark WilkinsLittleton, CoJan 30, 2026Jan 15, 2026
Taylor Bailey MorgensternDenver, CoJan 30, 2026Jan 15, 2026
The rule
Registrations ended
Jan 30, 2026
Registered next
Jan 15, 2026
Branch state
CO
Cities
4, most in Broomfield, Co
Registered there that day
3,683 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of R•• C•••••• M••••••• L••Other teams into R•••••• J•••• • A••••••••• I•••