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
4 advisors left A••••••••• F•••••••• S•••••••• L•• for O•••• A••••••• S•••••••• L••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kimberly A Cavaliere | Colorado Springs, Co | Jan 18, 2024 | Jan 16, 2024 |
| Joseph Benjamin Strike | Pueblo, Co | Jan 22, 2024 | Jan 12, 2024 |
| Paul Daniel Franco | Pueblo, Co | Jan 22, 2024 | Jan 12, 2024 |
| Roberta Frances Daugherty | Pueblo, Co | Jan 22, 2024 | Jan 12, 2024 |
The rule
- Registrations ended
- Jan 18, 2024 to Jan 22, 2024
- Registered next
- Jan 12, 2024 to Jan 16, 2024
- Branch state
- CO
- Cities
- 1, most in Pueblo, Co
- Registered there that day
- 11,214 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape