DFX Intelligence
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Team lift-out
2 advisors left P•••• C•••••• F•••••••• for M••••• A•••••••• L••
mixed wealthtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Austin Lee Carroll | Overland Park, Ks | Oct 2, 2024 | Sep 9, 2024 |
| Jeffrey Robertson Martin | Overland Park, Ks | Oct 2, 2024 | Sep 6, 2024 |
The rule
- Registrations ended
- Oct 2, 2024
- Registered next
- Sep 6, 2024 to Sep 9, 2024
- Branch state
- KS
- Cities
- 1, most in Overland Park, Ks
- Registered there that day
- 210 (people still on IAPD; an estimate)
- Share of that headcount
- 1.0%
- Succession by the destination
- a succession within a year (Sep 30, 2024), not necessarily this firm