DFX Intelligence
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Team lift-out
2 advisors left R•• A•••••••• L•• for M••••• G•••• I••••••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Danton Kent Troyer | Creve Coeur, Mo | Jun 29, 2018 | Aug 1, 2018 |
| Travis William Freeman | Creve Coeur, Mo | Jul 13, 2018 | Jul 23, 2018 |
The rule
- Registrations ended
- Jun 29, 2018 to Jul 13, 2018
- Registered next
- Jul 23, 2018 to Aug 1, 2018
- Branch state
- MO
- Cities
- 1, most in Creve Coeur, Mo
- Registered there that day
- 36 (people still on IAPD; an estimate)
- Share of that headcount
- 5.6%
- Succession by the destination
- none on the tape