DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for L•• F•••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jaimie Lynnette Morrison | Lees Summit, Mo | Apr 18, 2022 | Apr 14, 2022 |
| Peter R. Russell Carmack | Lees Summit, Mo | Apr 18, 2022 | Apr 13, 2022 |
The rule
- Registrations ended
- Apr 18, 2022
- Registered next
- Apr 13, 2022 to Apr 14, 2022
- Branch state
- MO
- Cities
- 1, most in Lees Summit, Mo
- Registered there that day
- 14,097 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape