DFX Intelligence
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Team lift-out
2 advisors left P••• A••••• S••••••••• L•• for H•••••• T••••••• • K•••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Steven Dolan | Saint Louis, Mo | Jun 4, 2024 | Jun 13, 2024 |
| Spencer Phillips | Saint Louis, Mo | Jun 5, 2024 | Jun 20, 2024 |
The rule
- Registrations ended
- Jun 4, 2024 to Jun 5, 2024
- Registered next
- Jun 13, 2024 to Jun 20, 2024
- Branch state
- MO
- Cities
- 1, most in Saint Louis, Mo
- Registered there that day
- 1,588 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- a succession within a year (Nov 18, 2024), not necessarily this firm