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 E•••••••• A•••••••• L•• for C•••••••• I••••••••• R••••••• A•••••••• I•••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alex William Osmond | Lakewood, Co | Jul 26, 2023 | Aug 31, 2023 |
| Michele Kristine Lay | Lakewood, Co | Aug 3, 2023 | Aug 2, 2023 |
The rule
- Registrations ended
- Jul 26, 2023 to Aug 3, 2023
- Registered next
- Aug 2, 2023 to Aug 31, 2023
- Branch state
- CO
- Cities
- 1, most in Lakewood, Co
- Registered there that day
- 3,267 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape