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 M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for M••••• S••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Catherine M Coleman | Denver, Co | Jan 19, 2016 | Jan 15, 2016 |
| Tanya M Merchant | Denver, Co | Jan 19, 2016 | Feb 1, 2016 |
The rule
- Registrations ended
- Jan 19, 2016
- Registered next
- Jan 15, 2016 to Feb 1, 2016
- Branch state
- CO
- Cities
- 1, most in Denver, Co
- Registered there that day
- 17,904 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape