DFX Intelligence
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Team lift-out
3 advisors left O•••• W•••••• I••• for C•••• • S••• W•••••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Megan Marie Jewett | Kansas City, Mo | Jun 20, 2023 | Jun 27, 2023 |
| Dustin Lynn Palmer | Kansas City, Mo | Jun 23, 2023 | Jun 27, 2023 |
| Frederick Arthur Tromans | Kansas City, Mo | Jun 28, 2023 | Jun 27, 2023 |
The rule
- Registrations ended
- Jun 20, 2023 to Jun 28, 2023
- Registered next
- Jun 27, 2023
- Branch state
- MO
- Cities
- 1, most in Kansas City, Mo
- Registered there that day
- 1,918 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape