DFX Intelligence

RIA Intelligence

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Firm absorbed

11 advisors left M••••• F••••• W•••••• L•• for M••••• W•••••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Brian Jacob KnappSt Louis, MoJan 3, 2022Jan 4, 2022
Duncan Scott HighmarkSt Louis, MoJan 3, 2022Jan 4, 2022
John FischerSt Louis, MoJan 3, 2022Jan 4, 2022
Lance Douglas LehmannSt Louis, MoJan 3, 2022Jan 4, 2022
Sarah Ann WolkSt Louis, MoJan 3, 2022Jan 4, 2022
Steven Gregory RotelloSt Louis, MoJan 3, 2022Jan 24, 2025
Gail Marie WildSt Louis, MoJan 4, 2022Jan 6, 2022
James Robert SteinerSt Louis, MoJan 4, 2022Jan 6, 2022
Larry Keith ShiklesSt Louis, MoJan 4, 2022Jan 6, 2022
Michelle Kathleen BrownSt Louis, MoJan 4, 2022Jan 6, 2022
Tyler CampoSt Louis, MoJan 4, 2022Jan 6, 2022
The rule
Registrations ended
Jan 3, 2022 to Jan 4, 2022
Registered next
Jan 4, 2022 to Jan 24, 2025
Branch state
MO
Cities
1, most in St Louis, Mo
Registered there that day
11 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of M••••• F••••• W•••••• L••Other teams into M••••• W•••••