DFX Intelligence
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Team lift-out
2 advisors left C•••••• S••••• • C••• I••• for M••••• S••••••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Chase M Adler | Lone Tree, Co | May 10, 2021 | May 10, 2021 |
| Melva Casana | Lone Tree, Co | May 12, 2021 | Jul 15, 2021 |
The rule
- Registrations ended
- May 10, 2021 to May 12, 2021
- Registered next
- May 10, 2021 to Jul 15, 2021
- Branch state
- CO
- Cities
- 1, most in Lone Tree, Co
- Registered there that day
- 3,309 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape