DFX Intelligence
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Team lift-out
3 advisors left M•••••• S••••••••• A•••• M••••••••• L•• for A••••• F•••••••• P•••••••• I•••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam James Maher | Osage Beach, Mo | Aug 13, 2025 | Aug 7, 2025 |
| Derrick Allen Brauner | Osage Beach, Mo | Aug 13, 2025 | Aug 11, 2025 |
| Mark David House | Osage Beach, Mo | Aug 13, 2025 | Aug 7, 2025 |
The rule
- Registrations ended
- Aug 13, 2025
- Registered next
- Aug 7, 2025 to Aug 11, 2025
- Branch state
- MO
- Cities
- 1, most in Osage Beach, Mo
- Registered there that day
- 71 (people still on IAPD; an estimate)
- Share of that headcount
- 4.2%
- Succession by the destination
- none on the tape