DFX Intelligence
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Team lift-out
2 advisors left C••• P••••••• for P••••••••• P••••••• A•• I•••••••••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Hannah Lynne Santa Cruz | Ofallon, Mo | Aug 20, 2026 | May 27, 2026 |
| Jill Marie Tripp | Ofallon, Mo | Aug 20, 2026 | Jun 12, 2026 |
The rule
- Registrations ended
- Aug 20, 2026
- Registered next
- May 27, 2026 to Jun 12, 2026
- Branch state
- MO
- Cities
- 1, most in Ofallon, Mo
- Registered there that day
- 64 (people still on IAPD; an estimate)
- Share of that headcount
- 3.1%
- Succession by the destination
- none on the tape