DFX Intelligence
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Team lift-out
3 advisors left B•• P•••••••• I••• for S•••••••• B••••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Amy Jo Shope | Cedar Rapids, Ia | Sep 13, 2019 | Sep 13, 2019 |
| Michelle Rene Pommeranz | Cedar Rapids, Ia | Sep 13, 2019 | Sep 13, 2019 |
| Brian Michael Lehner | Cedar Rapids, Ia | Sep 16, 2019 | Sep 13, 2019 |
The rule
- Registrations ended
- Sep 13, 2019 to Sep 16, 2019
- Registered next
- Sep 13, 2019
- Branch state
- IA
- Cities
- 1, most in Cedar Rapids, Ia
- Registered there that day
- 158 (people still on IAPD; an estimate)
- Share of that headcount
- 1.9%
- Succession by the destination
- none on the tape