DFX Intelligence
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Team lift-out
2 advisors left H•• A•••••••• L•• for A•••••••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffrey Michael Bratz | Des Moines, Ia | Sep 18, 2024 | Oct 10, 2023 |
| Matthew Allan Juffer | Des Moines, Ia | Sep 18, 2024 | Oct 11, 2023 |
The rule
- Registrations ended
- Sep 18, 2024
- Registered next
- Oct 10, 2023 to Oct 11, 2023
- Branch state
- IA
- Cities
- 1, most in 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