DFX Intelligence
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Team lift-out
2 advisors left A•••• W••••• M••••••••• I••• for F••••••••• I••••••••• A••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Derek Jay Colton | Guthrie Center, Ia | Mar 6, 2023 | Mar 6, 2023 |
| Skylar Douglas Anderson | Guthrie Center, Ia | Mar 6, 2023 | Mar 9, 2023 |
The rule
- Registrations ended
- Mar 6, 2023
- Registered next
- Mar 6, 2023 to Mar 9, 2023
- Branch state
- IA
- Cities
- 1, most in Guthrie Center, Ia
- Registered there that day
- 20 (people still on IAPD; an estimate)
- Share of that headcount
- 10%
- Succession by the destination
- none on the tape