DFX Intelligence
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Channel change (one enterprise)
2 advisors moved from B••••••• F• E•••••• W••••• M••••••••• L•• to B••••••• F• E•••••• • C••••••• I•••••••••
Not a lift-out: one firm's name is the other's with a word added, so the two CRDs are one enterprise and nobody left anyone. A channel switch, an integration after an acquisition or an affiliate transfer. Never counted as a team in or out.
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Dale Persson | St Louis, Mo | May 28, 2026 | Jul 14, 2025 |
| Dawn N. Pilipchuk-Kruth | St Louis, Mo | May 28, 2026 | Jul 14, 2025 |
The rule
- Registrations ended
- May 28, 2026
- Registered next
- Jul 14, 2025
- Branch state
- MO
- Cities
- 1, most in St Louis, Mo
- Registered there that day
- 9 (people still on IAPD; an estimate)
- Share of that headcount
- 22%
- One enterprise because
- one firm's name is the other's with a word added
- Succession by the destination
- none on the tape