DFX Intelligence
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Team lift-out
2 advisors left U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P•••••• for C•••••••• I••••••••• R••••••• A•••••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kindsey Brooke Ely | Adair, Ok | Sep 1, 2022 | Jan 1, 2025 |
| Whitney Dawn Gum | Alva, Ok | Sep 1, 2022 | Sep 1, 2022 |
The rule
- Registrations ended
- Sep 1, 2022
- Registered next
- Sep 1, 2022 to Jan 1, 2025
- Branch state
- OK
- Cities
- 2, most in Adair, Ok
- Registered there that day
- 273 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- Succession by the destination
- none on the tape