DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left U•• F•••••••• S••••••• I••• for T•• I••••••••• A•••• M••••••••• L••

wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Ann Holland BoonBoulder, CoSep 18, 2018Sep 25, 2018
James Michael BoonDenver, CoSep 18, 2018Sep 25, 2018
James Tyler BoonBoulder, CoSep 18, 2018Sep 25, 2018
The rule
Registrations ended
Sep 18, 2018
Registered next
Sep 25, 2018
Branch state
CO
Cities
2, most in Boulder, Co
Registered there that day
7,816 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of U•• F•••••••• S••••••• I•••Other teams into T•• I••••••••• A•••• M••••••••• L••