DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left E•••••• F•••••••• E•••••• for V•••••••• W••••• A•••••••• L••

mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher Wayne FergusonOverland Park, KsApr 6, 2020Mar 7, 2020
Clark Stevens GayOverland Park, KsApr 6, 2020Mar 17, 2020
Christopher Edward BaschOverland Park, KsApr 14, 2020Mar 12, 2020
Giacomo ManninoOverland Park, KsApr 14, 2020Mar 12, 2020
The rule
Registrations ended
Apr 6, 2020 to Apr 14, 2020
Registered next
Mar 7, 2020 to Mar 17, 2020
Branch state
KS
Cities
1, most in Overland Park, Ks
Registered there that day
460 (people still on IAPD; an estimate)
Share of that headcount
0.9%
Succession by the destination
none on the tape
Other teams out of E•••••• F•••••••• E••••••Other teams into V•••••••• W••••• A•••••••• L••