DFX Intelligence
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Team lift-out
2 advisors left T• A••••••••• I••••••••• M••••••••• L•• for W•••• F•••• A•••••••
independent RIAtowirehouseRIA to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kombiz Momtaz | St Louis, Mo | Mar 29, 2018 | Apr 9, 2018 |
| Claude Daniel Gianetto | St Louis, Mo | Apr 2, 2018 | Aug 22, 2018 |
The rule
- Registrations ended
- Mar 29, 2018 to Apr 2, 2018
- Registered next
- Apr 9, 2018 to Aug 22, 2018
- Branch state
- MO
- Cities
- 1, most in St Louis, Mo
- Registered there that day
- 1,533 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape