DFX Intelligence
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Team lift-out
2 advisors left H•••••• • J•••• F•••••••• S•••••••• I••• for W••••• E••••••••• A••••••• S•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Paul John Heacock | Dubuque, Ia | May 30, 2023 | May 1, 2023 |
| Sharon Kathleen Kluesner | Dubuque, Ia | May 30, 2023 | May 1, 2023 |
The rule
- Registrations ended
- May 30, 2023
- Registered next
- May 1, 2023
- Branch state
- IA
- Cities
- 1, most in Dubuque, Ia
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape