DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left P•••••• A•••••• G••••• L•• for C••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kandace Lynette Gordy | Cedar Rapids, Ia | Apr 30, 2018 | May 4, 2018 |
| Wendy Lee Nemecek | Cedar Rapids, Ia | Apr 30, 2018 | Apr 30, 2018 |
The rule
- Registrations ended
- Apr 30, 2018
- Registered next
- Apr 30, 2018 to May 4, 2018
- Branch state
- IA
- Cities
- 1, most in Cedar Rapids, Ia
- Registered there that day
- 477 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape