DFX Intelligence
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Team lift-out
3 advisors left E••••• J•••• for ••••••••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Dalton Lee Horstmeier | Moberly, Mo | Nov 1, 2023 | Oct 27, 2023 |
| Robert Shane Adrian | Moberly, Mo | Nov 1, 2023 | Oct 27, 2023 |
| Wesley Ryan Beumer | Marshall, Mo | Nov 14, 2023 | Nov 9, 2023 |
The rule
- Registrations ended
- Nov 1, 2023 to Nov 14, 2023
- Registered next
- Oct 27, 2023 to Nov 9, 2023
- Branch state
- MO
- Cities
- 2, most in Moberly, Mo
- Registered there that day
- 19,740 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape