DFX Intelligence
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Team lift-out
2 advisors left O•••• F•• I••• for M•••••• A•••••• N••••••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeff David Shafer | Denver, Co | Jul 31, 2023 | Jul 31, 2023 |
| James M. Graham | Denver, Co | Aug 1, 2023 | Jul 31, 2023 |
The rule
- Registrations ended
- Jul 31, 2023 to Aug 1, 2023
- Registered next
- Jul 31, 2023
- Branch state
- CO
- Cities
- 1, most in Denver, Co
- Registered there that day
- 1,065 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape