DFX Intelligence
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Team lift-out
2 advisors left A•• F•••••••• G••••• L•• for I••••• P••••••••• W•••••• L••
unclassifiedtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Deanna Schuler Orf | Chesterfield, Mo | Dec 31, 2022 | Oct 3, 2023 |
| Steven Andrew Aul | Chesterfield, Mo | Dec 31, 2022 | Sep 6, 2023 |
The rule
- Registrations ended
- Dec 31, 2022
- Registered next
- Sep 6, 2023 to Oct 3, 2023
- Branch state
- MO
- Cities
- 1, most in Chesterfield, Mo
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape