DFX Intelligence
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Team lift-out
4 advisors left W•••• F•••• A••••••• for ••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Clyde Martin Pilkington | Clayton, Mo | Oct 22, 2025 | Oct 17, 2025 |
| Jarid Carl King | Clayton, Mo | Oct 22, 2025 | Oct 17, 2025 |
| Malory Caltagirone | St Louis, Mo | Oct 23, 2025 | Oct 17, 2025 |
| Jose A Bravo | St Louis, Mo | Oct 29, 2025 | Oct 27, 2025 |
The rule
- Registrations ended
- Oct 22, 2025 to Oct 29, 2025
- Registered next
- Oct 17, 2025 to Oct 27, 2025
- Branch state
- MO
- Cities
- 2, most in Clayton, Mo
- Registered there that day
- 13,919 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape