DFX Intelligence
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Team lift-out
5 advisors left C•••••••• I••••••••• R••••••• A•••••••• I••• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher Randolph Cassidy | North Liberty, Ia | Oct 15, 2020 | Dec 9, 2020 |
| James Clarence Wachendorf | Iowa City, Ia | Oct 15, 2020 | Sep 30, 2020 |
| James Weber Wachendorf | Iowa City, Ia | Oct 15, 2020 | Sep 30, 2020 |
| Katrina Helle | Cedar Rapids, Ia | Oct 15, 2020 | Sep 30, 2020 |
| Zachary William Payne | Iowa City, Ia | Oct 15, 2020 | Oct 2, 2020 |
The rule
- Registrations ended
- Oct 15, 2020
- Registered next
- Sep 30, 2020 to Dec 9, 2020
- Branch state
- IA
- Cities
- 2, most in Iowa City, Ia
- Registered there that day
- 2,754 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape