DFX Intelligence
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Team lift-out
2 advisors left C•••••• S••••• • C••• I••• for F••••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kenneth David Connally | Lone Tree, Co | Mar 27, 2020 | Mar 20, 2020 |
| Natalie Pisaro | Lone Tree, Co | Mar 27, 2020 | Mar 20, 2020 |
The rule
- Registrations ended
- Mar 27, 2020
- Registered next
- Mar 20, 2020
- Branch state
- CO
- Cities
- 1, most in Lone Tree, Co
- Registered there that day
- 2,927 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape