DFX Intelligence
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Team lift-out
3 advisors left U•• F•••••••• S••••••• I••• for ••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brandon Luke Mallinckrodt | Chesterfield, Mo | Sep 3, 2024 | Aug 22, 2024 |
| David William Simons | Chesterfield, Mo | Sep 3, 2024 | Aug 22, 2024 |
| J Kathryn Delmain | Chesterfield, Mo | Sep 3, 2024 | Aug 22, 2024 |
The rule
- Registrations ended
- Sep 3, 2024
- Registered next
- Aug 22, 2024
- Branch state
- MO
- Cities
- 1, most in Chesterfield, Mo
- Registered there that day
- 8,979 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape