DFX Intelligence
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Team lift-out
2 advisors left I••••••••• W••••• A••••••• S•••••••• I••• for G••••• W••••• M••••••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bill Lee Day | Overland Park, Ks | May 31, 2023 | Sep 15, 2017 |
| Tray A Wiltse | Overland Park, Ks | May 31, 2023 | Sep 15, 2017 |
The rule
- Registrations ended
- May 31, 2023
- Registered next
- Sep 15, 2017
- Branch state
- KS
- Cities
- 1, most in Overland Park, Ks
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape