DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left V•• A••••••• S••••••• for C••••• I••••••••• A••••••• L••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Craig Drewes EmersonOverland Park, KsNov 2, 2016Jun 29, 2023
Rachel Ellen LoxtermanOverland Park, KsNov 2, 2016Jun 29, 2023
Robert Edward BurnsOverland Park, KsNov 2, 2016Jun 29, 2023
Stephen R GatesOverland Park, KsNov 2, 2016Jun 29, 2023
Tony Aaron TessitoreOverland Park, KsNov 2, 2016Jun 29, 2023
The rule
Registrations ended
Nov 2, 2016
Registered next
Jun 29, 2023
Branch state
KS
Cities
1, most in Overland Park, Ks
Registered there that day
42 (people still on IAPD; an estimate)
Share of that headcount
12%
Succession by the destination
none on the tape
Other teams out of V•• A••••••• S•••••••Other teams into C••••• I••••••••• A••••••• L••