DFX Intelligence
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Team lift-out
2 advisors left M••••• G•••• I••••••••• A•••••••• L•• for E••••• J••••
independent RIAtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gerald T Plowman | St Louis, Mo | May 27, 2025 | Apr 28, 2026 |
| Mark J Webster | St Louis, Mo | May 30, 2025 | Nov 21, 2025 |
The rule
- Registrations ended
- May 27, 2025 to May 30, 2025
- Registered next
- Nov 21, 2025 to Apr 28, 2026
- Branch state
- MO
- Cities
- 1, most in St Louis, Mo
- Registered there that day
- 215 (people still on IAPD; an estimate)
- Share of that headcount
- 0.9%
- Succession by the destination
- none on the tape