DFX Intelligence
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Team lift-out
3 advisors left S•••••••• I••••••••• M••••••••• for S••••• C•••••• M••••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Edward Phelps | Saint Louis, Mo | Mar 9, 2018 | Jul 23, 2018 |
| Jarad Byram Mitchell | Saint Louis, Mo | Mar 9, 2018 | Jan 23, 2019 |
| Jonathan Ewanio | Saint Louis, Mo | Mar 9, 2018 | Mar 12, 2018 |
The rule
- Registrations ended
- Mar 9, 2018
- Registered next
- Mar 12, 2018 to Jan 23, 2019
- Branch state
- MO
- Cities
- 1, most in Saint Louis, Mo
- Registered there that day
- 156 (people still on IAPD; an estimate)
- Share of that headcount
- 1.9%
- Succession by the destination
- none on the tape