DFX Intelligence
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Team lift-out
3 advisors left S••••••••• A•••••• A•••••••• I••• for W•••• W••••• M•••••••••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Connor Austin Peck | Urbandale, Ia | May 7, 2021 | May 5, 2021 |
| Jason Paul Wiltse | Urbandale, Ia | May 7, 2021 | May 5, 2021 |
| Matthew Scott Onstot | Urbandale, Ia | May 7, 2021 | May 5, 2021 |
The rule
- Registrations ended
- May 7, 2021
- Registered next
- May 5, 2021
- Branch state
- IA
- Cities
- 1, most in Urbandale, Ia
- Registered there that day
- 2,003 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape