DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left V• W••••• A••••••• L•• for W• W••••• P••••••• L••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Benjamin John DierkesOverland Park, KsJul 1, 2020May 7, 2020
Carroll Wayne WilkersonOverland Park, KsJul 1, 2020May 7, 2020
Daniel Paul KellarOverland Park, KsJul 1, 2020May 7, 2020
Jared Wayne ReynoldsOverland Park, KsJul 1, 2020May 5, 2020
The rule
Registrations ended
Jul 1, 2020
Registered next
May 5, 2020 to May 7, 2020
Branch state
KS
Cities
1, most in Overland Park, Ks
Registered there that day
38 (people still on IAPD; an estimate)
Share of that headcount
11%
Succession by the destination
none on the tape
Other teams out of V• W••••• A••••••• L••Other teams into W• W••••• P••••••• L••