DFX Intelligence

RIA 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

5 advisors left A••••••••• F•••••••• S•••••••• L•• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher Michael YoungColorado Springs, CoJun 9, 2025May 19, 2025
Andrew Charles InmanColorado Springs, CoJun 11, 2025May 19, 2025
Robert Lansing BookRush, CoJun 11, 2025May 19, 2025
Bryan Paul LadrowColorado Springs, CoJun 12, 2025May 19, 2025
Timothy Clark MasonLittleton, CoJun 12, 2025May 19, 2025
The rule
Registrations ended
Jun 9, 2025 to Jun 12, 2025
Registered next
May 19, 2025
Branch state
CO
Cities
3, most in Colorado Springs, Co
Registered there that day
12,091 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of A••••••••• F•••••••• S•••••••• L••Other teams into R•••••• J•••• F•••••••• S••••••• A•••••••• I••