DFX Intelligence
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Team lift-out
2 advisors left C•••••••• G••••• M•••••• I••• for A•••• C•••••• F••••• O•••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| William Coughlin | Broomfield, Co | Jul 17, 2024 | Jul 24, 2024 |
| Alexandra Romeo Boyles | Westminster, Co | Jul 22, 2024 | Jul 24, 2024 |
The rule
- Registrations ended
- Jul 17, 2024 to Jul 22, 2024
- Registered next
- Jul 24, 2024
- Branch state
- CO
- Cities
- 2, most in Broomfield, Co
- Registered there that day
- 2,091 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape