DFX Intelligence

RIA Intelligence

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Firm absorbed

8 advisors left W•••• T•••• F•••••••• P••••••• S•••••••• L••• for S••••• W••••• M•••••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Bradley Owen HaverbackCedar Rapids, IaDec 31, 2022Oct 4, 2022
David Clare GruberCedar Rapids, IaDec 31, 2022Oct 4, 2022
Donna Sue SandersCedar Rapids, IaDec 31, 2022Oct 4, 2022
Michael William RussCedar Rapids, IaDec 31, 2022Oct 4, 2022
Robert Matthew MyersCedar Rapids, IaDec 31, 2022Oct 4, 2022
Sarah Anne NolteCedar Rapids, IaDec 31, 2022Oct 4, 2022
Sarah Beth SpechtCedar Rapids, IaDec 31, 2022Oct 4, 2022
Tory Andrew MeiborgCedar Rapids, IaDec 31, 2022Oct 4, 2022
The rule
Registrations ended
Dec 31, 2022
Registered next
Oct 4, 2022
Branch state
IA
Cities
1, most in Cedar Rapids, Ia
Registered there that day
8 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of W•••• T•••• F•••••••• P••••••• S•••••••• L•••Other teams into S••••• W••••• M•••••••••