DFX Intelligence
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Team lift-out
5 advisors left S•••••••• I••••••••• M••••••••• for L•• F•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bradley James Schmitz | Saint Louis, Mo | Mar 7, 2018 | May 15, 2018 |
| Trung La | Saint Louis, Mo | Mar 8, 2018 | Sep 5, 2018 |
| George Anderson Craig | Saint Louis, Mo | Mar 9, 2018 | Oct 1, 2018 |
| James Richard Harkins | Saint Louis, Mo | Mar 9, 2018 | Nov 27, 2023 |
| John Michael Milligan | Saint Louis, Mo | Mar 9, 2018 | Jan 1, 2025 |
The rule
- Registrations ended
- Mar 7, 2018 to Mar 9, 2018
- Registered next
- May 15, 2018 to Jan 1, 2025
- 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
- 1.5%
- Succession by the destination
- none on the tape