DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left S•• for B••••• C•••••• M••••••••• I•••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Jesse HowieWest Des Moines, IaNov 3, 2021Feb 2, 2022
John HenselerWest Des Moines, IaNov 3, 2021Feb 7, 2022
Kerry CahillWest Des Moines, IaNov 3, 2021Feb 10, 2022
William Leo LoweWest Des Moines, IaNov 3, 2021Feb 3, 2022
The rule
Registrations ended
Nov 3, 2021
Registered next
Feb 2, 2022 to Feb 10, 2022
Branch state
IA
Cities
1, most in West Des Moines, Ia
Registered there that day
537 (people still on IAPD; an estimate)
Share of that headcount
0.7%
Succession by the destination
none on the tape
Other teams out of S••Other teams into B••••• C•••••• M••••••••• I•••