DFX Intelligence
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Team lift-out
2 advisors left B•• P•••••••• I••• for P••••••••• F•••••••• P•••••••• L••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Robyn D Simons | Cedar Rapids, Ia | Sep 27, 2017 | Oct 5, 2017 |
| Ron Robertson Valentine | Cedar Rapids, Ia | Sep 27, 2017 | Oct 4, 2017 |
The rule
- Registrations ended
- Sep 27, 2017
- Registered next
- Oct 4, 2017 to Oct 5, 2017
- Branch state
- IA
- Cities
- 1, most in Cedar Rapids, Ia
- Registered there that day
- 148 (people still on IAPD; an estimate)
- Share of that headcount
- 1.4%
- Succession by the destination
- none on the tape