DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
3 advisors left C••••• • A••••••••• I••• for F••• C•••••• M•••••••••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Peggy Knobbe | Saint Charles, Mo | Aug 25, 2021 | Aug 26, 2021 |
| Kyle Randall Jones | Saint Charles, Mo | Sep 1, 2021 | Sep 3, 2021 |
| Matthew Paul Allgeyer | St Louis, Mo | Sep 1, 2021 | Sep 1, 2021 |
The rule
- Registrations ended
- Aug 25, 2021 to Sep 1, 2021
- Registered next
- Aug 26, 2021 to Sep 3, 2021
- Branch state
- MO
- Cities
- 2, most in Saint Charles, Mo
- Registered there that day
- 125 (people still on IAPD; an estimate)
- Share of that headcount
- 2.4%
- Succession by the destination
- none on the tape