DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left I••••••••• C•••••• O• A••••••• I••• for C•••••••• I••••••••• R••••••• A•••••••• I•••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Jason Lee KleemeierWest Des Moines, IaOct 16, 2017Oct 16, 2017
Lori A RippergerWest Des Moines, IaOct 16, 2017Oct 16, 2017
Michael Kent TracyWest Des Moines, IaOct 16, 2017Oct 16, 2017
Timothy James HeisterkampJefferson, IaOct 20, 2017Oct 20, 2017
Shelly Denise WoodleyMt Vernon, IaNov 1, 2017Nov 1, 2017
The rule
Registrations ended
Oct 16, 2017 to Nov 1, 2017
Registered next
Oct 16, 2017 to Nov 1, 2017
Branch state
IA
Cities
3, most in West Des Moines, Ia
Registered there that day
313 (people still on IAPD; an estimate)
Share of that headcount
1.6%
Succession by the destination
none on the tape
Other teams out of I••••••••• C•••••• O• A••••••• I•••Other teams into C•••••••• I••••••••• R••••••• A•••••••• I•••