DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left W•••• F•••• A••••••• for S••••• V•••••• W••••• A••••••• L••

wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Jessica Marie Estes-FleischmannKansas City, MoMar 7, 2025Feb 24, 2025
Ron DietzKansas City, MoMar 7, 2025Feb 24, 2025
Thomas KingKansas City, MoMar 7, 2025Feb 24, 2025
The rule
Registrations ended
Mar 7, 2025
Registered next
Feb 24, 2025
Branch state
MO
Cities
1, most in Kansas City, Mo
Registered there that day
3,064 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into S••••• V•••••• W••••• A••••••• L••