DFX Intelligence
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Team lift-out
2 advisors left M••••• G•••• I••••••••• A•••••••• L•• for K••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew Louis Bouquet | St Louis, Mo | Nov 6, 2025 | Nov 5, 2025 |
| Sarah Rae Meyer | St Louis, Mo | Nov 14, 2025 | Nov 13, 2025 |
The rule
- Registrations ended
- Nov 6, 2025 to Nov 14, 2025
- Registered next
- Nov 5, 2025 to Nov 13, 2025
- Branch state
- MO
- Cities
- 1, most in St Louis, Mo
- Registered there that day
- 230 (people still on IAPD; an estimate)
- Share of that headcount
- 0.9%
- Succession by the destination
- none on the tape