DFX Intelligence

RIA Intelligence

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Firm absorbed

6 advisors left H•••••• W••••• M••••••••• for W••••• E••••••••• A••••••• S•••••••• L••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Aaron RobertsonNorth Liberty, IaJul 27, 2022Jul 1, 2022
Angela Michelle RummelNorth Liberty, IaJul 27, 2022Jul 1, 2022
Angela Sue ZimmermanNorth Liberty, IaJul 27, 2022Jul 1, 2022
Brent Robert HawkinsNorth Liberty, IaJul 27, 2022Jul 1, 2022
Christopher John HarrisNorth Liberty, IaJul 27, 2022Jul 1, 2022
Timothy InskoNorth Liberty, IaJul 27, 2022Jul 25, 2022
The rule
Registrations ended
Jul 27, 2022
Registered next
Jul 1, 2022 to Jul 25, 2022
Branch state
IA
Cities
1, most in North Liberty, Ia
Registered there that day
7 (people still on IAPD; an estimate)
Share of that headcount
86%
Succession by the destination
none on the tape
Other teams out of H•••••• W••••• M•••••••••Other teams into W••••• E••••••••• A••••••• S•••••••• L••