DFX Intelligence

RIA Intelligence

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Team lift-out

6 advisors left C•••••••• I••••••••• R••••••• A•••••••• I••• for L•• F•••••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Casey MushrushWest Des Moines, IaSep 7, 2018Aug 10, 2018
Jonas Cash EverettWest Des Moines, IaSep 7, 2018Aug 10, 2018
Justin Tyler SchultesWest Des Moines, IaSep 7, 2018Aug 10, 2018
Matthew Robert WestberryWest Des Moines, IaSep 7, 2018Aug 10, 2018
Michael Allan DawsonCedar Rapids, IaSep 7, 2018Aug 10, 2018
Roger Gordon AbelCedar Rapids, IaSep 7, 2018Aug 10, 2018
The rule
Registrations ended
Sep 7, 2018
Registered next
Aug 10, 2018
Branch state
IA
Cities
2, most in West Des Moines, Ia
Registered there that day
2,288 (people still on IAPD; an estimate)
Share of that headcount
0.3%
Succession by the destination
none on the tape
Other teams out of C•••••••• I••••••••• R••••••• A•••••••• I•••Other teams into L•• F•••••••• L••