DFX Intelligence
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Team lift-out
4 advisors left C••• B•••••••• S•••••••• I••• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Chad M Mueller | Allison, Ia | Mar 30, 2023 | Feb 13, 2026 |
| Jeffrey Lee Blum | Denver, Ia | Mar 30, 2023 | Mar 5, 2026 |
| Laure Renee Meyer | Parkersburg, Ia | Mar 30, 2023 | Jan 16, 2025 |
| Michael Joe Mason | Allison, Ia | Mar 30, 2023 | Mar 23, 2026 |
The rule
- Registrations ended
- Mar 30, 2023
- Registered next
- Jan 16, 2025 to Mar 23, 2026
- Branch state
- IA
- Cities
- 4, most in Parkersburg, Ia
- Registered there that day
- 10 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape