DFX Intelligence
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Team lift-out
2 advisors left T•• W••••• B•••• G••••• L•• for B•••• F•••••••• G••••• L••
independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jordan St Clair | Creve Coeur, Mo | Jan 23, 2023 | Apr 14, 2023 |
| Spencer Anthony Wilmes | Creve Coeur, Mo | Jan 23, 2023 | Apr 14, 2023 |
The rule
- Registrations ended
- Jan 23, 2023
- Registered next
- Apr 14, 2023
- Branch state
- MO
- Cities
- 1, most in Creve Coeur, Mo
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape