DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left W•••• F•••• A••••••• for E••••••• P•••••• W•••••• I•••

wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Brady FranklinTopeka, KsAug 26, 2021Jun 7, 2021
Chris McgeeTopeka, KsAug 26, 2021Jun 8, 2021
Heidi Dawn MarkTopeka, KsAug 26, 2021Jun 7, 2021
The rule
Registrations ended
Aug 26, 2021
Registered next
Jun 7, 2021 to Jun 8, 2021
Branch state
KS
Cities
1, most in Topeka, Ks
Registered there that day
14,144 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into E••••••• P•••••• W•••••• I•••