DFX Intelligence
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Team lift-out
3 advisors left U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P•••••• for L•• F•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Martin Nadeau | Lebanon, Mo | Jun 17, 2026 | Jun 12, 2026 |
| Scott Allan Kearns | Lebanon, Mo | Jun 17, 2026 | Jun 12, 2026 |
| Zachary L Daniels | Lebanon, Mo | Jun 17, 2026 | Jun 12, 2026 |
The rule
- Registrations ended
- Jun 17, 2026
- Registered next
- Jun 12, 2026
- Branch state
- MO
- Cities
- 1, most in Lebanon, Mo
- Registered there that day
- 365 (people still on IAPD; an estimate)
- Share of that headcount
- 0.8%
- Succession by the destination
- none on the tape