DFX Intelligence
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Team lift-out
2 advisors left B•• P•••••••• I••• for L•• F•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeremy Shane Hay | Cedar Rapids, Ia | Nov 30, 2022 | Dec 8, 2022 |
| Melinda Cook Mccullough | Cedar Rapids, Ia | Nov 30, 2022 | Dec 13, 2022 |
The rule
- Registrations ended
- Nov 30, 2022
- Registered next
- Dec 8, 2022 to Dec 13, 2022
- Branch state
- IA
- Cities
- 1, most in Cedar Rapids, Ia
- Registered there that day
- 161 (people still on IAPD; an estimate)
- Share of that headcount
- 1.2%
- Succession by the destination
- none on the tape