DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left C•••• C•••••• S••••••••• L••• for C•••••••• I••••••••• R••••••• A•••••••• I•••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gavin Jones | Aurora, Co | Dec 31, 2023 | Jan 2, 2024 |
| Kathleen Sue Bowen | Aurora, Co | Dec 31, 2023 | Jan 2, 2024 |
The rule
- Registrations ended
- Dec 31, 2023
- Registered next
- Jan 2, 2024
- Branch state
- CO
- Cities
- 1, most in Aurora, Co
- Registered there that day
- 97 (people still on IAPD; an estimate)
- Share of that headcount
- 2.1%
- Succession by the destination
- none on the tape