DFX Intelligence
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Team lift-out
2 advisors left A••••••• C•••••• I••••••••• P•••••• C••••• G••••• I••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
independent RIAtowirehouseRIA to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Chase Thomas Keeler | Kansas City, Mo | Mar 18, 2019 | May 14, 2019 |
| Nicholis Cole | Kansas City, Mo | Apr 1, 2019 | Apr 29, 2019 |
The rule
- Registrations ended
- Mar 18, 2019 to Apr 1, 2019
- Registered next
- Apr 29, 2019 to May 14, 2019
- Branch state
- MO
- Cities
- 1, most in Kansas City, Mo
- Registered there that day
- 35 (people still on IAPD; an estimate)
- Share of that headcount
- 5.7%
- Succession by the destination
- none on the tape