DFX Intelligence
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Channel change (one enterprise)
41 advisors moved from T• A••••••••• I••• to C•••••• S••••• • C••• I•••
Not a lift-out: both firms report The C•••••• S••••• Corporation as a 75%+ owner on Schedule A around the move, so the two CRDs are one enterprise and nobody left anyone. A channel switch, an integration after an acquisition or an affiliate transfer. Never counted as a team in or out.
no RAUMtonational BDOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Aaron Matthew Schoenecker | St Louis, Mo | Oct 14, 2022 | Sep 30, 2022 |
| Adam Scott Hargis | Chesterfield, Mo | Oct 14, 2022 | Jan 26, 2022 |
| Beth A Peacock Muller | Chesterfield, Mo | Oct 14, 2022 | Jan 26, 2022 |
| Brandon Anderson | St Louis, Mo | Oct 14, 2022 | Sep 30, 2022 |
| Brenna Louise Race | St Louis, Mo | Oct 14, 2022 | Jun 28, 2022 |
| Chanceler Lee Roth | St Louis, Mo | Oct 14, 2022 | Oct 3, 2022 |
| Chase Ryan Randle | St Louis, Mo | Oct 14, 2022 | Sep 30, 2022 |
| Christopher David Kilfoyle | St Louis, Mo | Oct 14, 2022 | Sep 30, 2022 |
| Daniel Louis Meltz | St Louis, Mo | Oct 14, 2022 | Jan 2, 2023 |
| Elmer Darrell Haynes | St Louis, Mo | Oct 14, 2022 | Feb 24, 2023 |
| Graham David Fullerton | St Louis, Mo | Oct 14, 2022 | Oct 4, 2022 |
| Hunter Terry Gonce | St Louis, Mo | Oct 14, 2022 | Sep 30, 2022 |
| Jared A Weber | St Louis, Mo | Oct 14, 2022 | Sep 9, 2022 |
| Jason Robert Januska | Chesterfield, Mo | Oct 14, 2022 | Oct 4, 2022 |
| Jeffery A Yates | St Louis, Mo | Oct 14, 2022 | Sep 30, 2022 |
| Jeffrey Justin Giles | St Louis, Mo | Oct 14, 2022 | Oct 9, 2022 |
| Joe Richard Dandridge | St Louis, Mo | Oct 14, 2022 | Oct 12, 2022 |
| John J Benoist | St Louis, Mo | Oct 14, 2022 | Sep 30, 2022 |
| Joseph Anthony Romano | Chesterfield, Mo | Oct 14, 2022 | Jan 26, 2022 |
| Kathleen Marie Menaugh | St Louis, Mo | Oct 14, 2022 | Oct 3, 2022 |
| Koltyn Joseph Schilly | St Louis, Mo | Oct 14, 2022 | Sep 30, 2022 |
| Lawrence Darnell Clark | St Louis, Mo | Oct 14, 2022 | Sep 30, 2022 |
| Leigh Fryer Kulik | St Louis, Mo | Oct 14, 2022 | Jun 28, 2022 |
| Mason Mcevers | St Louis, Mo | Oct 14, 2022 | Oct 4, 2022 |
| Matthew Steve Noben | St Louis, Mo | Oct 14, 2022 | Sep 30, 2022 |
| Michael Andrew Streeto | St Louis, Mo | Oct 14, 2022 | Jul 1, 2022 |
| Michael D Lorentz | St Louis, Mo | Oct 14, 2022 | Sep 30, 2022 |
| Michael John Grosch | St Louis, Mo | Oct 14, 2022 | Sep 30, 2022 |
| Miles Cedric Feller-Blakemore | Clayton, Mo | Oct 14, 2022 | Aug 26, 2022 |
| Neil Howard Haller | St Louis, Mo | Oct 14, 2022 | Jul 12, 2023 |
| Nicole Kramer | St Louis, Mo | Oct 14, 2022 | Oct 3, 2022 |
| Paul Wibbenmeyer | St Louis, Mo | Oct 14, 2022 | Sep 30, 2022 |
| Peter Joseph Buchanan | St Louis, Mo | Oct 14, 2022 | Oct 13, 2022 |
| Rodney Gene Weakley | St Louis, Mo | Oct 14, 2022 | Oct 5, 2022 |
| Ryan John O Connor | St Louis, Mo | Oct 14, 2022 | Sep 30, 2022 |
| Ryan P Foley | St Louis, Mo | Oct 14, 2022 | Oct 4, 2022 |
| Ryan W Knuckles-Li | St Louis, Mo | Oct 14, 2022 | Sep 30, 2022 |
| Shane Christopher Braff Bengtson | St Louis, Mo | Oct 14, 2022 | Oct 6, 2022 |
| Timothy Peter Grosswiler | St Louis, Mo | Oct 14, 2022 | Oct 11, 2022 |
| Tracy Leader | St Louis, Mo | Oct 14, 2022 | Sep 30, 2022 |
| Trevor James Ratliff | St Louis, Mo | Oct 14, 2022 | Sep 30, 2022 |
| William Bradley Hopkins | St Louis, Mo | Oct 14, 2022 | Sep 30, 2022 |
The rule
- Registrations ended
- Oct 14, 2022
- Registered next
- Jan 26, 2022 to Jul 12, 2023
- Branch state
- MO
- Cities
- 3, most in St Louis, Mo
- Registered there that day
- 1,241 (people still on IAPD; an estimate)
- Share of that headcount
- 3.3%
- One enterprise because
- both firms report The C•••••• S••••• Corporation as a 75%+ owner on Schedule A around the move
- Succession by the destination
- none on the tape