DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
3 advisors left I••••••••• A••••••• C••• for A• W••••• A•••••••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam Bain Obrecht | Urbandale, Ia | Aug 10, 2017 | Jun 16, 2017 |
| Eric Randall Williams | West Des Moines, Ia | Aug 10, 2017 | Aug 8, 2017 |
| Michael Paul Johnson | Urbandale, Ia | Aug 10, 2017 | Aug 8, 2017 |
The rule
- Registrations ended
- Aug 10, 2017
- Registered next
- Jun 16, 2017 to Aug 8, 2017
- Branch state
- IA
- Cities
- 2, most in Urbandale, Ia
- Registered there that day
- 77 (people still on IAPD; an estimate)
- Share of that headcount
- 3.9%
- Succession by the destination
- none on the tape