DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left W• W••••• P••••••• L•• for W•••••••• A••••••• G•••• L••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Benjamin John DierkesColumbia, MoMar 27, 2025Feb 14, 2025
Carroll Wayne WilkersonColumbia, MoMar 27, 2025Feb 16, 2025
Graham Michael BureshColumbia, MoMar 27, 2025Feb 16, 2025
Thomas Paden SquiresColumbia, MoMar 27, 2025Feb 16, 2025
The rule
Registrations ended
Mar 27, 2025
Registered next
Feb 14, 2025 to Feb 16, 2025
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 W•••••••• A••••••• G•••• L••