DFX Intelligence
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Team lift-out
2 advisors left U•• F•••••••• S•••••••• I••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Franz Peter Braun | Kansas City, Mo | May 12, 2026 | May 11, 2026 |
| Jennifer Leanne Hershberger | Kansas City, Mo | May 12, 2026 | May 11, 2026 |
The rule
- Registrations ended
- May 12, 2026
- Registered next
- May 11, 2026
- Branch state
- MO
- Cities
- 1, most in Kansas City, Mo
- Registered there that day
- 44 (people still on IAPD; an estimate)
- Share of that headcount
- 4.5%
- Succession by the destination
- none on the tape