DFX Intelligence
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Team lift-out
2 advisors left I••••• P••••••••• W•••••• L•• for H•••••• W•••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Roland Blair | Denver, Co | Feb 20, 2025 | Nov 27, 2024 |
| Jonathan Richard Vogel | Denver, Co | Feb 20, 2025 | Nov 27, 2024 |
The rule
- Registrations ended
- Feb 20, 2025
- Registered next
- Nov 27, 2024
- Branch state
- CO
- Cities
- 1, most in Denver, Co
- Registered there that day
- 68 (people still on IAPD; an estimate)
- Share of that headcount
- 2.9%
- Succession by the destination
- none on the tape