DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for C•••••• I••••••••• A•••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher Matthew Pataky | Denver, Co | Mar 15, 2019 | Mar 18, 2019 |
| Michael E De La Garza | Denver, Co | Mar 19, 2019 | Mar 18, 2019 |
The rule
- Registrations ended
- Mar 15, 2019 to Mar 19, 2019
- Registered next
- Mar 18, 2019
- Branch state
- CO
- Cities
- 1, most in Denver, Co
- Registered there that day
- 20,990 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape