DFX Intelligence
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Team lift-out
2 advisors left P••• G•••• F••••••••• I••• for S••••• C•••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jamie Louise Kaestner | Oklahoma City, Ok | Nov 9, 2023 | Nov 1, 2023 |
| Steven Douglas Kaestner | Edmond, Ok | Nov 9, 2023 | Nov 1, 2023 |
The rule
- Registrations ended
- Nov 9, 2023
- Registered next
- Nov 1, 2023
- Branch state
- OK
- Cities
- 2, most in Oklahoma City, Ok
- Registered there that day
- 11 (people still on IAPD; an estimate)
- Share of that headcount
- 18%
- Succession by the destination
- none on the tape