DFX Intelligence
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Team lift-out
2 advisors left A•••• P••••••••• L•• for E••••••••• W••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Eric Thomas Koeplin | Englewood, Co | Sep 25, 2025 | May 5, 2025 |
| Madelyn G Hogeland | Englewood, Co | Sep 25, 2025 | May 5, 2025 |
The rule
- Registrations ended
- Sep 25, 2025
- Registered next
- May 5, 2025
- Branch state
- CO
- Cities
- 1, most in Englewood, Co
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape