DFX Intelligence
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Team lift-out
2 advisors left E••••• J•••• for ••••••••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ryan Wayne Barber | Lees Summit, Mo | Mar 3, 2024 | Mar 1, 2024 |
| James Patrick Stiles | New Haven, Mo | Mar 11, 2024 | Mar 8, 2024 |
The rule
- Registrations ended
- Mar 3, 2024 to Mar 11, 2024
- Registered next
- Mar 1, 2024 to Mar 8, 2024
- Branch state
- MO
- Cities
- 2, most in Lees Summit, Mo
- Registered there that day
- 20,204 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape