DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left U•• F•••••••• S•••••••• I••• for U•• P•••••• W••••• M••••••••• L••
independent RIAtoasset managerOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cody Stratton Carpenter | Kansas City, Mo | Apr 30, 2026 | May 19, 2026 |
| Tylor Anthony Willis | Lees Summit, Mo | Apr 30, 2026 | May 11, 2026 |
The rule
- Registrations ended
- Apr 30, 2026
- Registered next
- May 11, 2026 to May 19, 2026
- Branch state
- MO
- Cities
- 2, most in Kansas City, Mo
- Registered there that day
- 49 (people still on IAPD; an estimate)
- Share of that headcount
- 4.1%
- Succession by the destination
- none on the tape