DFX Intelligence
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Team lift-out
2 advisors left W•••••• • R••• for L•• F•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Edward John Frelly | Colorado Springs, Co | Jun 5, 2019 | Jun 3, 2019 |
| Rebekah Renee Von Berg | Colorado Springs, Co | Jun 6, 2019 | Jun 3, 2019 |
The rule
- Registrations ended
- Jun 5, 2019 to Jun 6, 2019
- Registered next
- Jun 3, 2019
- Branch state
- CO
- Cities
- 1, most in Colorado Springs, Co
- Registered there that day
- 1,216 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape