DFX Intelligence

RIA Intelligence

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Team lift-out

14 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for K•••••• F•••••••• A••••••• S•••••••

BD affiliatedtoinstitutionalOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew Philip BillardOverland Park, KsJul 1, 2025May 9, 2025
Benjamin Amel JohnsonManhattan, KsJul 1, 2025Jan 4, 2023
Benjamin Garfield FairManhattan, KsJul 1, 2025Dec 16, 2016
Bettie Claudette ZimmermanManhattan, KsJul 1, 2025Dec 15, 2016
Brett Alan LarsonOverland Park, KsJul 1, 2025May 12, 2025
Bryson James MeinhardtManhattan, KsJul 1, 2025Jan 3, 2023
Christopher KlugManhattan, KsJul 1, 2025Jul 26, 2022
Emily A ClaussenManhattan, KsJul 1, 2025Dec 22, 2022
Gareth Andrew RohrManhattan, KsJul 1, 2025Mar 27, 2025
Joshua Paul HillOverland Park, KsJul 1, 2025Jan 26, 2016
Krista Rose HubertManhattan, KsJul 1, 2025Oct 31, 2022
Laura Elizabeth WartaManhattan, KsJul 1, 2025Jan 26, 2016
Morgan Kennedy ZieglerManhattan, KsJul 1, 2025Sep 17, 2020
Timothy Karl WeddleManhattan, KsJul 1, 2025Apr 25, 2014
The rule
Registrations ended
Jul 1, 2025
Registered next
Apr 25, 2014 to May 12, 2025
Branch state
KS
Cities
2, most in Manhattan, Ks
Registered there that day
5,842 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of R•••••• J•••• F•••••••• S••••••• A•••••••• I••Other teams into K•••••• F•••••••• A••••••• S•••••••