DFX Intelligence
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Team lift-out
2 advisors left C••••••••• F•••••••• N•••••• for F••••••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joshua Aaron Wilcoxson | Pueblo, Co | Jun 24, 2025 | Jun 26, 2025 |
| Martha Jeanne Wilcoxson | Pueblo, Co | Jun 24, 2025 | Jun 26, 2025 |
The rule
- Registrations ended
- Jun 24, 2025
- Registered next
- Jun 26, 2025
- Branch state
- CO
- Cities
- 1, most in Pueblo, Co
- Registered there that day
- 3,504 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape