DFX Intelligence
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Team lift-out
2 advisors left R•• F•••••••• N•••••• for S•••••••• A•••• M••••••••• L•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Monica Rae Mims | Akron, Ia | Oct 5, 2020 | Jan 4, 2021 |
| Susan Marshall Mims | Coralville, Ia | Oct 5, 2020 | Oct 5, 2020 |
The rule
- Registrations ended
- Oct 5, 2020
- Registered next
- Oct 5, 2020 to Jan 4, 2021
- Branch state
- IA
- Cities
- 2, most in Coralville, Ia
- Registered there that day
- 20 (people still on IAPD; an estimate)
- Share of that headcount
- 10%
- Succession by the destination
- none on the tape