DFX Intelligence

RIA Intelligence

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Team lift-out

9 advisors left A• W••••• M••••••••• L•• for F••• F••••••••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Benjamin David SchweppeSt Louis, MoFeb 19, 2024May 31, 2023
Brett Thomas LawlessSt Louis, MoFeb 19, 2024May 31, 2023
John Marshall Girault IIISt Louis, MoFeb 19, 2024May 31, 2023
Kacy Lee BrannumSaint Louis, MoFeb 19, 2024May 31, 2023
Lindsay Morgan HighSt Louis, MoFeb 19, 2024May 31, 2023
Lucas Andrew WapinskySt Louis, MoFeb 19, 2024May 31, 2023
Patrick Christopher StradtmanBallwin, MoFeb 19, 2024May 31, 2023
Sheri Janelle MesserSt Louis, MoFeb 19, 2024May 31, 2023
William RosenSt Louis, MoFeb 19, 2024May 31, 2023
The rule
Registrations ended
Feb 19, 2024
Registered next
May 31, 2023
Branch state
MO
Cities
3, most in St Louis, Mo
Registered there that day
425 (people still on IAPD; an estimate)
Share of that headcount
2.1%
Succession by the destination
none on the tape
Other teams out of A• W••••• M••••••••• L••Other teams into F••• F••••••••