DFX Intelligence

RIA Intelligence

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Firm absorbed

11 advisors left P•••••• C•••••• M••••••••• L•• for P•••••• C•••••• M••••••••• G••••• L••

mixed wealthtoasset managerOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew Simon KlockeKansas City, MoApr 12, 2021Apr 20, 2021
Angela Dawn RobertsonKansas City, MoApr 12, 2021Apr 20, 2021
Benjamin Lee KisnerKansas City, MoApr 12, 2021Apr 20, 2021
Christopher David BluntKansas City, MoApr 12, 2021Jun 29, 2021
Curtis Alan KrizekKansas City, MoApr 12, 2021Apr 20, 2021
Jarrod Wesley PiersonKansas City, MoApr 12, 2021Apr 20, 2021
Jennifer Michele BluntKansas City, MoApr 12, 2021Apr 20, 2021
Julie Ann RushKansas City, MoApr 12, 2021Apr 20, 2021
Kelly Lynn FrazierKansas City, MoApr 12, 2021Apr 20, 2021
Shawn Douglas HauseKansas City, MoApr 12, 2021Apr 20, 2021
Wayne Michael KrausKansas City, MoApr 12, 2021Apr 20, 2021
The rule
Registrations ended
Apr 12, 2021
Registered next
Apr 20, 2021 to Jun 29, 2021
Branch state
MO
Cities
1, most in Kansas City, Mo
Registered there that day
15 (people still on IAPD; an estimate)
Share of that headcount
73%
Succession by the destination
none on the tape
Other teams out of P•••••• C•••••• M••••••••• L••Other teams into P•••••• C•••••• M••••••••• G••••• L••