DFX Intelligence

RIA Intelligence

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Team lift-out

16 advisors left A••••••• A••••••• S•••••••• L•• for T•• A•••••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Adam D BettisOverland Park, KsJun 30, 2023Aug 2, 2022
Andrew Mackay MetzlerPrairie Village, KsJun 30, 2023Aug 10, 2022
Barry Kendall VillaverdeOverland Park, KsJun 30, 2023Aug 2, 2022
Brooks Christopher ElderOverland Park, KsJun 30, 2023Aug 5, 2022
Connor O'KeefeOverland Park, KsJun 30, 2023Aug 2, 2022
Craig M HallierOverland Park, KsJun 30, 2023Aug 4, 2022
Daniel Gerard DolanOverland Park, KsJun 30, 2023Aug 2, 2022
David Butler WentzOverland Park, KsJun 30, 2023Aug 3, 2022
Gordon Lee ThornOverland Park, KsJun 30, 2023Aug 2, 2022
Jeffrey Ethan PytlinskiOverland Park, KsJun 30, 2023Aug 2, 2022
Paul Joshua SelzerOverland Park, KsJun 30, 2023Aug 2, 2022
Ralph David WentzOverland Park, KsJun 30, 2023Aug 5, 2022
Timothy GaigalsOverland Park, KsJun 30, 2023Aug 2, 2022
Vance Simon WentzOverland Park, KsJun 30, 2023Aug 5, 2022
William Craig MaleOverland Park, KsJun 30, 2023Aug 2, 2022
William Grant StappOverland Park, KsJun 30, 2023Aug 4, 2022
The rule
Registrations ended
Jun 30, 2023
Registered next
Aug 2, 2022 to Aug 10, 2022
Branch state
KS
Cities
2, most in Overland Park, Ks
Registered there that day
506 (people still on IAPD; an estimate)
Share of that headcount
3.2%
Succession by the destination
none on the tape
Other teams out of A••••••• A••••••• S•••••••• L••Other teams into T•• A•••••••• L••