DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for W•••• F•••• I••••••••• I••••••••• I•••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Mary E Harris | St Louis, Mo | Mar 23, 2022 | Mar 14, 2024 |
| Daniel Thomas Miller | St Louis, Mo | Mar 24, 2022 | May 24, 2024 |
The rule
- Registrations ended
- Mar 23, 2022 to Mar 24, 2022
- Registered next
- Mar 14, 2024 to May 24, 2024
- Branch state
- MO
- Cities
- 1, most in St Louis, Mo
- Registered there that day
- 14,117 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape