DFX Intelligence
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Team lift-out
2 advisors left A••••••• C•••••• I••••••••• P•••••• C••••• G••••• I••• for G•••••• S••••• W••••• M••••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brandon Michael Kraus | Kansas City, Mo | May 4, 2021 | Jul 7, 2021 |
| Kyle Joseph Barclay | Kansas City, Mo | May 4, 2021 | May 13, 2021 |
The rule
- Registrations ended
- May 4, 2021
- Registered next
- May 13, 2021 to Jul 7, 2021
- Branch state
- MO
- Cities
- 1, most in Kansas City, Mo
- Registered there that day
- 51 (people still on IAPD; an estimate)
- Share of that headcount
- 3.9%
- Succession by the destination
- none on the tape