DFX Intelligence
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Team lift-out
3 advisors left W•••• F•••• A••••••• for ••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jillian Hoffman | St Louis, Mo | Jan 19, 2024 | Jan 12, 2024 |
| Rhett Nathan Shockey | St Louis, Mo | Jan 24, 2024 | Feb 1, 2024 |
| Grant Oliver Koentz | St Louis, Mo | Jan 26, 2024 | Feb 1, 2024 |
The rule
- Registrations ended
- Jan 19, 2024 to Jan 26, 2024
- Registered next
- Jan 12, 2024 to Feb 1, 2024
- Branch state
- MO
- Cities
- 1, most in St Louis, Mo
- Registered there that day
- 13,695 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape