DFX Intelligence
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Team lift-out
2 advisors left B••• W••••• A•••••••• I••• for P•• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gregory John Wozniak | Lake Winnebago, Mo | Dec 15, 2021 | Jan 3, 2022 |
| Susan Rene Sommer | St Peters, Mo | Dec 15, 2021 | Jan 3, 2022 |
The rule
- Registrations ended
- Dec 15, 2021
- Registered next
- Jan 3, 2022
- Branch state
- MO
- Cities
- 2, most in St Peters, Mo
- Registered there that day
- 20 (people still on IAPD; an estimate)
- Share of that headcount
- 10%
- Succession by the destination
- none on the tape