DFX Intelligence
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Team lift-out
2 advisors left T• A••••••••• I••••••••• M••••••••• L•• for C•••••••• G••••• M•••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Mar 2, 2020
- Registered next
- Mar 16, 2020 to Mar 24, 2020
- Branch state
- MO
- Cities
- 1, most in St Louis, Mo
- Registered there that day
- 1,453 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape