DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left S••••••••• A•••••• A•••••••• I••• for L•• F•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Matthew James KennedyWest Des Moines, IaDec 7, 2023Dec 5, 2023
Timothy Dean CoxWest Des Moines, IaDec 7, 2023Dec 5, 2023
Stephanie Lynn BollesWest Des Moines, IaDec 12, 2023Dec 5, 2023
Timmy Bob PapadopoulosWest Des Moines, IaDec 12, 2023Dec 5, 2023
Paul John SchulteWest Des Moines, IaDec 19, 2023Dec 19, 2023
The rule
Registrations ended
Dec 7, 2023 to Dec 19, 2023
Registered next
Dec 5, 2023 to Dec 19, 2023
Branch state
IA
Cities
1, most in West Des Moines, Ia
Registered there that day
1,848 (people still on IAPD; an estimate)
Share of that headcount
0.3%
Succession by the destination
none on the tape
Other teams out of S••••••••• A•••••• A•••••••• I•••Other teams into L•• F•••••••• L••