DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left O••••••••• for U••••• C•••••• F•••••••• A•••••••
institutionaltoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Richard Joseph Groebl | Leawood, Ks | Jan 7, 2026 | Dec 19, 2025 |
| Timothy Alan Groebl | Leawood, Ks | Jan 7, 2026 | Dec 19, 2025 |
The rule
- Registrations ended
- Jan 7, 2026
- Registered next
- Dec 19, 2025
- Branch state
- KS
- Cities
- 1, most in Leawood, Ks
- Registered there that day
- 324 (people still on IAPD; an estimate)
- Share of that headcount
- 0.6%
- Succession by the destination
- none on the tape