DFX Intelligence
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Team lift-out
7 advisors left E•••••••• A•••••••• L•• for W••••••• C••••••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kasey David Cooper | Rogers, Ar | Nov 17, 2023 | Jan 1, 2025 |
| Grayson Harris Griffin | Rogers, Ar | Nov 20, 2023 | Nov 10, 2023 |
| Steven Christian Schultheis | Rogers, Ar | Nov 20, 2023 | Nov 10, 2023 |
| Dax Werner Weindorf | Rogers, Ar | Nov 21, 2023 | Jan 1, 2025 |
| Benjamin Ashby Fuller | Rogers, Ar | Nov 22, 2023 | Jan 1, 2025 |
| Michael Scott Yawn | Rogers, Ar | Nov 22, 2023 | Jan 1, 2025 |
| Grant Smith | Rogers, Ar | Nov 30, 2023 | Nov 10, 2023 |
The rule
- Registrations ended
- Nov 17, 2023 to Nov 30, 2023
- Registered next
- Nov 10, 2023 to Jan 1, 2025
- Branch state
- AR
- Cities
- 1, most in Rogers, Ar
- Registered there that day
- 3,400 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape