DFX Intelligence
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Team lift-out
2 advisors left V•••• W••••• M••••••••• L•• for F••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James William Thompson | West Des Moines, Ia | Mar 31, 2026 | Dec 8, 2025 |
| John Mcqueen Hawley | West Des Moines, Ia | Mar 31, 2026 | Dec 4, 2025 |
The rule
- Registrations ended
- Mar 31, 2026
- Registered next
- Dec 4, 2025 to Dec 8, 2025
- Branch state
- IA
- Cities
- 1, most in West Des Moines, Ia
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape