DFX Intelligence
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Team lift-out
2 advisors left F•• W••••• M••••••••• L•• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Toby Hatlevig | West Des Monies, Ia | Dec 19, 2024 | Feb 11, 2025 |
| Patrick Ryan St John | West Des Moines, Ia | Jan 2, 2025 | Apr 17, 2025 |
The rule
- Registrations ended
- Dec 19, 2024 to Jan 2, 2025
- Registered next
- Feb 11, 2025 to Apr 17, 2025
- Branch state
- IA
- Cities
- 2, most in West Des Monies, Ia
- Registered there that day
- 168 (people still on IAPD; an estimate)
- Share of that headcount
- 1.2%
- Succession by the destination
- none on the tape