DFX Intelligence
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Team lift-out
2 advisors left U•• P•••••• W••••• M••••••••• L•• for F•••• N••••••• A•••••••• L••
asset managertomixed wealthOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Philip Michaud | Kansas City, Mo | Jun 1, 2026 | Jul 28, 2026 |
| Steven Paul Anderson | Kansas City, Mo | Jun 1, 2026 | Jul 29, 2026 |
The rule
- Registrations ended
- Jun 1, 2026
- Registered next
- Jul 28, 2026 to Jul 29, 2026
- Branch state
- MO
- Cities
- 1, most in Kansas City, Mo
- Registered there that day
- 39 (people still on IAPD; an estimate)
- Share of that headcount
- 5.1%
- Succession by the destination
- none on the tape