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 I••••••••• C•••••• O• A••••••• I••• for I••• W••••• M••••••••• L••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Lori A Ripperger | West Des Moines, Ia | Feb 28, 2017 | Feb 24, 2017 |
| Jonathan Henry Glaser | West Des Moines, Ia | Mar 1, 2017 | Feb 24, 2017 |
The rule
- Registrations ended
- Feb 28, 2017 to Mar 1, 2017
- Registered next
- Feb 24, 2017
- Branch state
- IA
- Cities
- 1, most in West Des Moines, Ia
- Registered there that day
- 311 (people still on IAPD; an estimate)
- Share of that headcount
- 0.6%
- Succession by the destination
- none on the tape