DFX Intelligence
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Team lift-out
2 advisors left T••••••• I••••••••• M••••••••• I••• for W•••••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Philip A Kapler | Rogers, Ar | Jun 30, 2023 | Jun 29, 2023 |
| Steven Michael Schmitt | Rogers, Ar | Jun 30, 2023 | Jun 29, 2023 |
The rule
- Registrations ended
- Jun 30, 2023
- Registered next
- Jun 29, 2023
- Branch state
- AR
- Cities
- 1, most in Rogers, Ar
- Registered there that day
- 2,237 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape