DFX Intelligence
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Team lift-out
6 advisors left P•••• S••••••••• L•• for T•• A•••••••• G••••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Lambert Bear | Greenwood Village, Co | Apr 11, 2024 | Apr 2, 2024 |
| Jennifer Wernsing | Greenwood Village, Co | Apr 11, 2024 | Apr 2, 2024 |
| Kelly Renee Rose | Greenwood Village, Co | Apr 11, 2024 | Apr 2, 2024 |
| Matthew Allen Bartz | Greenwood Village, Co | Apr 11, 2024 | Apr 2, 2024 |
| William Grant Ambrosich | Greenwood Village, Co | Apr 11, 2024 | Apr 2, 2024 |
| Roger Lee Olson | Greenwood Village, Co | Apr 12, 2024 | Apr 2, 2024 |
The rule
- Registrations ended
- Apr 11, 2024 to Apr 12, 2024
- Registered next
- Apr 2, 2024
- Branch state
- CO
- Cities
- 3, most in Greenwood Village, Co
- Registered there that day
- 2,243 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape