DFX Intelligence
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Team lift-out
9 advisors left G••••• P•••••••• S••••••••• I••• for P••••••••• S••••• S••••••••• L••
institutionaltoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Colin James Allison | Dubuque, Ia | Dec 31, 2018 | May 31, 2019 |
| Daniel Allen Buchenau | Dubuque, Ia | Dec 31, 2018 | May 31, 2019 |
| Gabriel David Ward | Dubuque, Ia | Dec 31, 2018 | May 31, 2019 |
| Jennifer Kay Wardle | Dubuque, Ia | Dec 31, 2018 | May 31, 2019 |
| Mark Benjamin Konrardy | Dubuque, Ia | Dec 31, 2018 | May 31, 2019 |
| Michael George Otting | Dubuque, Ia | Dec 31, 2018 | May 31, 2019 |
| Spencer Craig Sell | Dubuque, Ia | Dec 31, 2018 | May 31, 2019 |
| Tammy Lee Beasley | Dubuque, Ia | Dec 31, 2018 | May 31, 2019 |
| Todd Joseph Burgess | Dubuque, Ia | Dec 31, 2018 | May 31, 2019 |
The rule
- Registrations ended
- Dec 31, 2018
- Registered next
- May 31, 2019
- Branch state
- IA
- Cities
- 1, most in Dubuque, Ia
- Registered there that day
- 23 (people still on IAPD; an estimate)
- Share of that headcount
- 39%
- Succession by the destination
- none on the tape