DFX Intelligence
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Team lift-out
2 advisors left P••••••••• F•••••••• S••••••• for P••••••••• F••••••••
unclassifiedtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeff D Newburn | Davenport, Ia | Dec 31, 2021 | Dec 10, 2021 |
| Patrick Lee Reid | Davenport, Ia | Dec 31, 2021 | Nov 16, 2021 |
The rule
- Registrations ended
- Dec 31, 2021
- Registered next
- Nov 16, 2021 to Dec 10, 2021
- Branch state
- IA
- Cities
- 1, most in Davenport, Ia
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape