DFX Intelligence
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Team lift-out
2 advisors left C••• L•• for I••••••••• W••••• C••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Apr 1, 2025
- Registered next
- Mar 31, 2025
- Branch state
- MO
- Cities
- 1, most in Creve Coeur, Mo
- Registered there that day
- 514 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape