DFX Intelligence
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Team lift-out
2 advisors left P•••••••• L•• for S••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Oct 10, 2025
- Registered next
- Oct 8, 2025 to Oct 9, 2025
- Branch state
- MO
- Cities
- 2, most in St Louis, Mo
- Registered there that day
- 40 (people still on IAPD; an estimate)
- Share of that headcount
- 5.0%
- Succession by the destination
- none on the tape