DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left L•• F•••••••• L•• for R•• A•••••••• L••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Daniel Jordan KleinCreve Coeur, MoOct 28, 2015Aug 11, 2014
Danton Kent TroyerCreve Coeur, MoOct 28, 2015Aug 11, 2014
Timothy Joseph BanksCreve Coeur, MoOct 28, 2015Aug 11, 2014
Travis William FreemanCreve Coeur, MoOct 29, 2015Aug 11, 2014
Christopher Allen BesteCreve Coeur, MoOct 30, 2015Aug 11, 2014
David Holt WorleyCreve Coeur, MoOct 30, 2015Nov 18, 2015
Keith Douglas KlusmeyerCreve Coeur, MoOct 30, 2015Aug 11, 2014
The rule
Registrations ended
Oct 28, 2015 to Oct 30, 2015
Registered next
Aug 11, 2014 to Nov 18, 2015
Branch state
MO
Cities
1, most in Creve Coeur, Mo
Registered there that day
6,737 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of L•• F•••••••• L••Other teams into R•• A•••••••• L••