DFX Intelligence
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Team lift-out
6 advisors left W•••• F•••• A••••••• for W••••••••• W••••• I•••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher Harrington | Leawood, Ks | Oct 5, 2020 | May 19, 2017 |
| Erin Kathleen O'Brien | Leawood, Ks | Oct 5, 2020 | Jun 14, 2022 |
| Jacob Alan Linch | Leawood, Ks | Oct 5, 2020 | Jan 22, 2019 |
| Michael Paul Shields | Leawood, Ks | Oct 5, 2020 | Apr 2, 2015 |
| Pamela Vasquez | Leawood, Ks | Oct 5, 2020 | Jan 7, 2019 |
| Roger Carter Ratzlaff | Leawood, Ks | Oct 5, 2020 | Apr 2, 2015 |
The rule
- Registrations ended
- Oct 5, 2020
- Registered next
- Apr 2, 2015 to Jun 14, 2022
- Branch state
- KS
- Cities
- 1, most in Leawood, Ks
- Registered there that day
- 1,493 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape