DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left W• W••••• P••••••• L•• for I•••••••• A••••••• S••••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Cooper J KaufmanColumbia, MoMar 27, 2025Sep 5, 2024
Jason Anthony KembleColumbia, MoMar 27, 2025Sep 13, 2024
Jeffrey Joe KaufmanColumbia, MoMar 27, 2025Sep 5, 2024
Robert Joseph SteinmetzColumbia, MoMar 27, 2025Sep 5, 2024
The rule
Registrations ended
Mar 27, 2025
Registered next
Sep 5, 2024 to Sep 13, 2024
Branch state
MO
Cities
1, most in Columbia, Mo
Registered there that day
9 (people still on IAPD; an estimate)
Share of that headcount
44%
Succession by the destination
none on the tape
Other teams out of W• W••••• P••••••• L••Other teams into I•••••••• A••••••• S••••••••