DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left T•• A•••••••• L•• for W••••• E••••••••• A••••••• S•••••••• L••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew Mackay MetzlerOverland Park, KsMar 25, 2026Mar 2, 2026
Connor O'KeefeOverland Park, KsMar 25, 2026Mar 2, 2026
Daniel Gerard DolanOverland Park, KsMar 25, 2026Mar 2, 2026
Nicolas Michael Anthony BoydOverland Park, KsMar 25, 2026Mar 2, 2026
Paul Joshua SelzerOverland Park, KsMar 25, 2026Mar 2, 2026
Timothy GaigalsOverland Park, KsMar 25, 2026Mar 2, 2026
The rule
Registrations ended
Mar 25, 2026
Registered next
Mar 2, 2026
Branch state
KS
Cities
1, most in Overland Park, Ks
Registered there that day
23 (people still on IAPD; an estimate)
Share of that headcount
22%
Succession by the destination
none on the tape
Other teams out of T•• A•••••••• L••Other teams into W••••• E••••••••• A••••••• S•••••••• L••