DFX Intelligence
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3 advisors left I•••••••• A•••••••• L•• for A• W••••• M••••••••• L••
Team lift-outjoined A• W••••• M••••••••• L••
No date on record · this record
No date on record · this record
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Avery Reese Markos | Urbandale, Ia | Jun 12, 2018 | Jun 26, 2019 |
| Brianna L Cheesmond | Urbandale, Ia | Jun 12, 2018 | Jul 17, 2019 |
| Tyler Danielle Curley | Urbandale, Ia | Jun 12, 2018 | Jul 12, 2019 |
The rule
- Registrations ended
- Jun 12, 2018
- Registered next
- Jun 26, 2019 to Jul 17, 2019
- Branch state
- IA
- Cities
- 1, most in Urbandale, Ia
- Registered there that day
- 86 (people still on IAPD; an estimate)
- Share of that headcount
- 3.5%
- Succession by the destination
- none on the tape