DFX Intelligence
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Team lift-out
3 advisors left C••••••••• F•••••••• for C•••••••• I••••••••• R••••••• A•••••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam Bethel | Columbia, Mo | Jan 25, 2024 | Jan 25, 2024 |
| Ashli Nicole Eaves | Columbia, Mo | Jan 25, 2024 | Jan 25, 2024 |
| Jacob William Walters | Columbia, Mo | Jan 25, 2024 | Jan 26, 2024 |
The rule
- Registrations ended
- Jan 25, 2024
- Registered next
- Jan 25, 2024 to Jan 26, 2024
- Branch state
- MO
- Cities
- 1, most in Columbia, Mo
- Registered there that day
- 11 (people still on IAPD; an estimate)
- Share of that headcount
- 27%
- Succession by the destination
- none on the tape