DFX Intelligence
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Team lift-out
2 advisors left C•••••••• I••••••••• R••••••• A•••••••• I••• for B••••••••• F•••••••• S••••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Dec 31, 2025
- Registered next
- Jun 28, 2024
- Branch state
- IA
- Cities
- 1, most in Fairfield, Ia
- Registered there that day
- 3,818 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape