DFX Intelligence
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Team lift-out
2 advisors left C•••••• P•••••••• M••••••••• L••••• for C••••••••• P•••••••• M•••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Dejulio | Topeka, Ks | Dec 3, 2024 | Jan 13, 2025 |
| Mychal Masterson | Topeka, Ks | Dec 3, 2024 | Jan 13, 2025 |
The rule
- Registrations ended
- Dec 3, 2024
- Registered next
- Jan 13, 2025
- Branch state
- KS
- Cities
- 1, most in Topeka, Ks
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape