DFX Intelligence
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Team lift-out
2 advisors left R••••• W• B•••• • C•• I••••••••• for B••••••• F• E•••••• W••••• M••••••••• L••
mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kyle Coleman Steele | Lexington, Ky | Sep 23, 2021 | Sep 9, 2021 |
| Larry Winford Crosthwaite | Lexington, Ky | Sep 23, 2021 | Sep 23, 2021 |
The rule
- Registrations ended
- Sep 23, 2021
- Registered next
- Sep 9, 2021 to Sep 23, 2021
- Branch state
- KY
- Cities
- 1, most in Lexington, Ky
- Registered there that day
- 1,838 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape