DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left U•• F•••••••• S••••••• I••• for I••••• C•••••• P••••••• L••

wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
AdvisorBranchLeftRegistered
Anna Maurine HealyDenver, CoFeb 20, 2024May 1, 2024
Brett Christopher StoneDenver, CoFeb 20, 2024Feb 8, 2024
Greg SegalDenver, CoFeb 20, 2024Feb 8, 2024
Jonathan Michael AmeenDenver, CoFeb 20, 2024May 1, 2024
Shannon C GrahamDenver, CoFeb 20, 2024May 1, 2024
The rule
Registrations ended
Feb 20, 2024
Registered next
Feb 8, 2024 to May 1, 2024
Branch state
CO
Cities
1, most in Denver, Co
Registered there that day
8,794 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of U•• F•••••••• S••••••• I•••Other teams into I••••• C•••••• P••••••• L••