DFX Intelligence
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Team lift-out
2 advisors left M•••••• W••••• A••••••• for M••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Casey Michael Hauser | Overland Park, Ks | Oct 11, 2018 | Mar 13, 2018 |
| Martha Ann Wiles | Overland Park, Ks | Oct 11, 2018 | Mar 12, 2018 |
The rule
- Registrations ended
- Oct 11, 2018
- Registered next
- Mar 12, 2018 to Mar 13, 2018
- Branch state
- KS
- Cities
- 1, most in Overland Park, Ks
- Registered there that day
- 10 (people still on IAPD; an estimate)
- Share of that headcount
- 20%
- Succession by the destination
- none on the tape