DFX Intelligence
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Team lift-out
2 advisors left C••••••••• F•••••••• N•••••• for N••••••• I••••••••• A•••••••
national BDtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brent A Caswell | Overland Park, Ks | Oct 1, 2021 | Oct 15, 2021 |
| Jason Grant Montgomery | Overland Park, Ks | Oct 4, 2021 | Sep 30, 2021 |
The rule
- Registrations ended
- Oct 1, 2021 to Oct 4, 2021
- Registered next
- Sep 30, 2021 to Oct 15, 2021
- Branch state
- KS
- Cities
- 1, most in Overland Park, Ks
- Registered there that day
- 2,635 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape