DFX Intelligence
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Team lift-out
4 advisors left A•••••••• I••••••••• M••••••••• L•• for P•••••• A•••••• G••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joseph Roy Russo | Cedar Rapids, Ia | Dec 31, 2019 | Jul 22, 2024 |
| Marilyn L Quinn | Waterloo, Ia | Dec 31, 2019 | Oct 4, 2019 |
| Melissa Ann Darden | Cedar Rapids, Ia | Dec 31, 2019 | Nov 8, 2019 |
| Ross James Barbatti | Waterloo, Ia | Dec 31, 2019 | Sep 3, 2019 |
The rule
- Registrations ended
- Dec 31, 2019
- Registered next
- Sep 3, 2019 to Jul 22, 2024
- Branch state
- IA
- Cities
- 2, most in Cedar Rapids, Ia
- Registered there that day
- 13 (people still on IAPD; an estimate)
- Share of that headcount
- 31%
- Succession by the destination
- none on the tape