DFX Intelligence
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Team lift-out
2 advisors left I•••••••• A•••••••• L•• for C••••••••• W•••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Chad Allen Mcmullin | Urbandale, Ia | Oct 19, 2021 | Oct 18, 2021 |
| Nathaniel Larue Reeder | Urbandale, Ia | Oct 19, 2021 | Oct 18, 2021 |
The rule
- Registrations ended
- Oct 19, 2021
- Registered next
- Oct 18, 2021
- Branch state
- IA
- Cities
- 1, most in Urbandale, Ia
- Registered there that day
- 122 (people still on IAPD; an estimate)
- Share of that headcount
- 1.6%
- Succession by the destination
- none on the tape