DFX Intelligence
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Team lift-out
2 advisors left B••••••••• S•••••••• W•••••• L•• for F•••• A•••••• S••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Benjamin Lee Lanning | St Louis, Mo | Nov 14, 2024 | Jul 11, 2014 |
| Kristen Renee Donovan | St Louis, Mo | Nov 14, 2024 | Dec 17, 2021 |
The rule
- Registrations ended
- Nov 14, 2024
- Registered next
- Jul 11, 2014 to Dec 17, 2021
- Branch state
- MO
- Cities
- 1, most in St Louis, Mo
- Registered there that day
- 132 (people still on IAPD; an estimate)
- Share of that headcount
- 1.5%
- Succession by the destination
- none on the tape