DFX Intelligence
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Team lift-out
2 advisors left P••••••••• S••••• S••••••••• L•• for E•••••• A••••••• G••••• L••
independent RIAtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Colin James Allison | Dubuque, Ia | Jul 16, 2020 | Dec 1, 2020 |
| Jason Anthony Sartori | Dubuque, Ia | Jul 16, 2020 | Sep 16, 2020 |
The rule
- Registrations ended
- Jul 16, 2020
- Registered next
- Sep 16, 2020 to Dec 1, 2020
- Branch state
- IA
- Cities
- 1, most in Dubuque, Ia
- Registered there that day
- 25 (people still on IAPD; an estimate)
- Share of that headcount
- 8.0%
- Succession by the destination
- none on the tape