DFX Intelligence
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Team lift-out
2 advisors left S•••••••• I••••••••• M••••••••• for A••••••• C•••••• I••••••••• P•••••• C••••• G••••• I•••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kory Glendon Klossner | Saint Louis, Mo | Mar 7, 2018 | Apr 24, 2023 |
| Troy C Bergeron | Saint Louis, Mo | Mar 7, 2018 | Mar 19, 2018 |
The rule
- Registrations ended
- Mar 7, 2018
- Registered next
- Mar 19, 2018 to Apr 24, 2023
- Branch state
- MO
- Cities
- 1, most in Saint Louis, Mo
- Registered there that day
- 342 (people still on IAPD; an estimate)
- Share of that headcount
- 0.6%
- Succession by the destination
- none on the tape