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
2 advisors left U•••••• W••••• M••••••••• L•• for L•• F•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cory Michael Huff | Davenport, Ia | Jun 25, 2019 | Jun 10, 2019 |
| Shawn Michael Agan | Davenport, Ia | Jun 25, 2019 | Jun 6, 2019 |
The rule
- Registrations ended
- Jun 25, 2019
- Registered next
- Jun 6, 2019 to Jun 10, 2019
- Branch state
- IA
- Cities
- 1, most in Davenport, Ia
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape