DFX Intelligence
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Team lift-out
2 advisors left C•••••• F•••••••• G••••• L•• for K••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Allison Taylor Wimer | St Louis, Mo | Jul 1, 2025 | May 11, 2026 |
| Patrick Michael Britt | St Louis, Mo | Jul 1, 2025 | Jun 10, 2025 |
The rule
- Registrations ended
- Jul 1, 2025
- Registered next
- Jun 10, 2025 to May 11, 2026
- Branch state
- MO
- Cities
- 1, most in St Louis, Mo
- Registered there that day
- 13 (people still on IAPD; an estimate)
- Share of that headcount
- 15%
- Succession by the destination
- none on the tape