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.
Channel change (one enterprise)
4 advisors moved from W•••• F•••• A••••••• to W•••• F•••• A•••••••
Not a lift-out: the two CRDs file under the same business name, so the two CRDs are one enterprise and nobody left anyone. A channel switch, an integration after an acquisition or an affiliate transfer. Never counted as a team in or out.
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Darren Michael Mier | St Louis, Mo | Nov 2, 2022 | Jan 27, 2015 |
| Mara Otley | St Louis, Mo | Nov 9, 2022 | Nov 28, 2022 |
| Ryan A Mccollum | St Louis, Mo | Nov 22, 2022 | Nov 22, 2022 |
| Julie Michele Peirick | St Louis, Mo | Nov 23, 2022 | Nov 23, 2022 |
The rule
- Registrations ended
- Nov 2, 2022 to Nov 23, 2022
- Registered next
- Jan 27, 2015 to Nov 28, 2022
- Branch state
- MO
- Cities
- 1, most in St Louis, Mo
- Registered there that day
- 13,883 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- One enterprise because
- the two CRDs file under the same business name
- Succession by the destination
- none on the tape