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 |
|---|---|---|---|
| Andrew Guelker | St Louis, Mo | Dec 8, 2020 | May 18, 2021 |
| Emily Donaldson | St Louis, Mo | Dec 8, 2020 | May 5, 2021 |
The rule
- Registrations ended
- Dec 8, 2020
- Registered next
- May 5, 2021 to May 18, 2021
- Branch state
- MO
- Cities
- 1, most in St Louis, Mo
- Registered there that day
- 1,308 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape