DFX Intelligence
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Team lift-out
3 advisors left S•••••• N••••••• • C••••••• I••••••••• for I••••••••• W••••• C••••••• L••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Austin Lancer Nold | St Louis, Mo | Apr 27, 2022 | Apr 19, 2022 |
| Christian David Bryant | Saint Joseph, Mo | Apr 27, 2022 | Apr 19, 2022 |
| Kelly Ann Petersen | Saint Joseph, Mo | Apr 27, 2022 | Apr 19, 2022 |
The rule
- Registrations ended
- Apr 27, 2022
- Registered next
- Apr 19, 2022
- Branch state
- MO
- Cities
- 2, most in Saint Joseph, Mo
- Registered there that day
- 2,768 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape