DFX Intelligence
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Team lift-out
2 advisors left S••••• C•••••• M••••••••• L•• for C•••••••• I••••••••• R••••••• A•••••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Richard Edward Ackerman | Saint Louis, Mo | Aug 20, 2024 | Aug 2, 2024 |
| Vincent John Klein | Saint Louis, Mo | Aug 20, 2024 | Aug 1, 2024 |
The rule
- Registrations ended
- Aug 20, 2024
- Registered next
- Aug 1, 2024 to Aug 2, 2024
- Branch state
- MO
- Cities
- 1, most in Saint Louis, Mo
- Registered there that day
- 35 (people still on IAPD; an estimate)
- Share of that headcount
- 5.7%
- Succession by the destination
- none on the tape