DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for C••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Matthew David Friedrichsen | Clive, Ia | Jan 8, 2019 | Jan 4, 2019 |
| Matthew Eston Pearson | West Des Moines, Ia | Jan 8, 2019 | Jan 4, 2019 |
The rule
- Registrations ended
- Jan 8, 2019
- Registered next
- Jan 4, 2019
- Branch state
- IA
- Cities
- 2, most in Clive, Ia
- Registered there that day
- 14,289 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape