DFX Intelligence
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Team lift-out
2 advisors left U••• B•••••• I••••••••• I••• for R•• C•••••• M••••••• L••
BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Caleb Andrew Yeargain | Chesterfield, Mo | Dec 10, 2025 | Dec 5, 2025 |
| James Byron Richardson | Lake Saint Louis, Mo | Dec 10, 2025 | Dec 5, 2025 |
| Matthew David Goldenberg | Chesterfield, Mo | Dec 10, 2025 | Dec 5, 2025 |
The rule
- Registrations ended
- Dec 10, 2025
- Registered next
- Dec 5, 2025
- Branch state
- MO
- Cities
- 1, most in Chesterfield, Mo
- Registered there that day
- 964 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape