DFX Intelligence
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Team lift-out
2 advisors left S•••••• A••••••• for C••••••• P•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Thomas Walsh | Overland Park, Ks | Apr 27, 2020 | Apr 30, 2020 |
| Samuel Robert Scott | Leawood, Ks | Apr 27, 2020 | Apr 28, 2020 |
The rule
- Registrations ended
- Apr 27, 2020
- Registered next
- Apr 28, 2020 to Apr 30, 2020
- Branch state
- KS
- Cities
- 2, most in Leawood, Ks
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- a succession within a year (Feb 10, 2020), not necessarily this firm