DFX Intelligence
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Team lift-out
2 advisors left C•••••• S••••• • C••• I••• for F••••••• P••••••• A•• W•••••••• A•••••••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Mcfadden | Lone Tree, Co | Aug 1, 2022 | Aug 12, 2022 |
| Matthew Philmus | Colorado Springs, Co | Aug 12, 2022 | Sep 20, 2022 |
The rule
- Registrations ended
- Aug 1, 2022 to Aug 12, 2022
- Registered next
- Aug 12, 2022 to Sep 20, 2022
- Branch state
- CO
- Cities
- 1, most in Lone Tree, Co
- Registered there that day
- 4,523 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape