DFX Intelligence
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Team lift-out
2 advisors left T•• P•••••• A••••••• for B••••••••• S•••••••• W•••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kelly Jeanne Hokanson | Kansas City, Mo | Nov 30, 2021 | Dec 1, 2021 |
| Stephanie Lyn Guerin | Kansas City, Mo | Nov 30, 2021 | Nov 30, 2021 |
The rule
- Registrations ended
- Nov 30, 2021
- Registered next
- Nov 30, 2021 to Dec 1, 2021
- Branch state
- MO
- Cities
- 1, most in Kansas City, Mo
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape