DFX Intelligence
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Team lift-out
2 advisors left N•• A•••••••• A• D••••••• O• N•• F•••••••• C••••••••• for O••••••••• F•••••••• A•••••••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bo Gabriel Alfred Pihl | Avon, Co | Dec 31, 2022 | Nov 23, 2022 |
| Lesley Myrna Shiffrin | Denver, Co | Dec 31, 2022 | Dec 15, 2022 |
The rule
- Registrations ended
- Dec 31, 2022
- Registered next
- Nov 23, 2022 to Dec 15, 2022
- Branch state
- CO
- Cities
- 2, most in Denver, Co
- Registered there that day
- 10 (people still on IAPD; an estimate)
- Share of that headcount
- 20%
- Succession by the destination
- none on the tape