DFX Intelligence
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Team lift-out
2 advisors left S••••••••• A•••••• A•••••••• I••• for S••••• O•• S••••••••• I•••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Matthew Lee Stange | Urbandale, Ia | Oct 17, 2023 | Sep 27, 2023 |
| Samuel Zurcher | Ankeny, Ia | Oct 17, 2023 | Sep 29, 2023 |
The rule
- Registrations ended
- Oct 17, 2023
- Registered next
- Sep 27, 2023 to Sep 29, 2023
- Branch state
- IA
- Cities
- 2, most in Urbandale, Ia
- Registered there that day
- 1,871 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape