DFX Intelligence
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Team lift-out
3 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for R•• C•••••• M••••••• L••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Matthew Richard Matherly | Greenwood Village, Co | Sep 5, 2019 | Sep 4, 2019 |
| Theresa Marie Yates | Greenwood Village, Co | Sep 5, 2019 | Sep 4, 2019 |
| Alexander N Aubrey | Denver, Co | Sep 6, 2019 | Sep 4, 2019 |
The rule
- Registrations ended
- Sep 5, 2019 to Sep 6, 2019
- Registered next
- Sep 4, 2019
- Branch state
- CO
- Cities
- 2, most in Greenwood Village, Co
- Registered there that day
- 21,144 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape