DFX Intelligence
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Team lift-out
2 advisors left M•••••• W••••• A•••••••• L•• for B••••••••• S•••••••• W•••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Douglas Francis Clark | Lees Summit, Mo | Jul 28, 2023 | Jul 28, 2023 |
| William Ryan Smith | Lees Summit, Mo | Jul 28, 2023 | Jul 28, 2023 |
The rule
- Registrations ended
- Jul 28, 2023
- Registered next
- Jul 28, 2023
- Branch state
- MO
- Cities
- 1, most in Lees Summit, Mo
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape