DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
3 advisors left A••••••• F•••••••• A••••••• for A••••••• F••••••••• L•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Anna Richardson | Lawrence, Ks | Aug 15, 2023 | Apr 26, 2023 |
| Cali Ann Visentin | Lawrence, Ks | Aug 15, 2023 | Apr 26, 2023 |
| Eric Allan Soetaert | Lawrence, Ks | Aug 15, 2023 | Apr 26, 2023 |
The rule
- Registrations ended
- Aug 15, 2023
- Registered next
- Apr 26, 2023
- Branch state
- KS
- Cities
- 1, most in Lawrence, Ks
- Registered there that day
- 14 (people still on IAPD; an estimate)
- Share of that headcount
- 21%
- Succession by the destination
- none on the tape