DFX Intelligence
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Team lift-out
2 advisors left C•••••• S••••• • C••• I••• for C••••••••• F•••••••• N••••••
national BDtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Jan 10, 2024
- Registered next
- Jan 23, 2024 to Jun 24, 2024
- Branch state
- CO
- Cities
- 1, most in Lone Tree, Co
- Registered there that day
- 5,256 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape