DFX Intelligence
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Team lift-out
2 advisors left S••••••• C•••••• M••••••••• L•• for C•••••••••
independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Regan Paul Ervin | Kansas City, Mo | Sep 25, 2018 | Sep 18, 2018 |
| Zachary Reed Emslie | Kansas City, Mo | Sep 25, 2018 | Sep 17, 2018 |
The rule
- Registrations ended
- Sep 25, 2018
- Registered next
- Sep 17, 2018 to Sep 18, 2018
- Branch state
- MO
- Cities
- 1, most in Kansas City, Mo
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape