DFX Intelligence
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Team lift-out
2 advisors left O•••• for P•••••• C••••• A•••••• G••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David William Bush | Lenexa, Ks | Aug 22, 2024 | Jun 13, 2024 |
| Brennen Sean Newton | Lenexa, Ks | Aug 26, 2024 | Jun 13, 2024 |
The rule
- Registrations ended
- Aug 22, 2024 to Aug 26, 2024
- Registered next
- Jun 13, 2024
- Branch state
- KS
- Cities
- 2, most in Lenexa, Ks
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape