DFX Intelligence
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Team lift-out
2 advisors left W•••••••• P•••••••• I••• for L••••• G•••••• W••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Anthony Lawrence Guerrerio | St Louis, Mo | Aug 7, 2023 | Aug 11, 2023 |
| Jason Jareth Siedle | St Louis, Mo | Aug 7, 2023 | Aug 11, 2023 |
The rule
- Registrations ended
- Aug 7, 2023
- Registered next
- Aug 11, 2023
- Branch state
- MO
- Cities
- 1, most in St Louis, Mo
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape