DFX Intelligence
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Team lift-out
2 advisors left P••••••• F•••••••• A••••••• L•• for C••••••• P•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Melissa Marie Yost | Des Peres, Mo | Mar 28, 2022 | Jan 5, 2022 |
| Zachary Wayne Bradford | Des Peres, Mo | Mar 28, 2022 | Jan 7, 2022 |
The rule
- Registrations ended
- Mar 28, 2022
- Registered next
- Jan 5, 2022 to Jan 7, 2022
- Branch state
- MO
- Cities
- 1, most in Des Peres, Mo
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape