DFX Intelligence
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Team lift-out
2 advisors left M•••••• F•••••••• for M••••• W••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Dale Johnson | Glidden, Ia | Dec 31, 2023 | Sep 1, 2023 |
| Jeremiah Johnson | Glidden, Ia | Dec 31, 2023 | Sep 1, 2023 |
The rule
- Registrations ended
- Dec 31, 2023
- Registered next
- Sep 1, 2023
- Branch state
- IA
- Cities
- 1, most in Glidden, Ia
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape