DFX Intelligence

RIA Intelligence

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Team lift-out

8 advisors left P••••••••• S••••• S••••••••• L•• for E•••••• A••••••• G••••• L••

independent RIAtoinstitutionalOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Justin J BoxleiterDubuque, IaNov 24, 2020Jun 4, 2021
Tammy Lee BeasleyDubuque, IaNov 24, 2020Jul 5, 2022
Todd Joseph BurgessDubuque, IaNov 24, 2020Apr 28, 2021
Jesse Richard DalsingDubuque, IaNov 28, 2020Sep 15, 2021
Gabriel David WardDubuque, IaNov 29, 2020Mar 2, 2021
Jennifer Kay WardleDubuque, IaNov 29, 2020Jun 17, 2021
Michael George OttingDubuque, IaNov 29, 2020Jul 21, 2022
Spencer Craig SellDubuque, IaNov 29, 2020Jul 22, 2022
The rule
Registrations ended
Nov 24, 2020 to Nov 29, 2020
Registered next
Mar 2, 2021 to Jul 22, 2022
Branch state
IA
Cities
1, most in Dubuque, Ia
Registered there that day
25 (people still on IAPD; an estimate)
Share of that headcount
32%
Succession by the destination
none on the tape
Other teams out of P••••••••• S••••• S••••••••• L••Other teams into E•••••• A••••••• G••••• L••