DFX Intelligence
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Team lift-out
3 advisors left L•• W••••• M••••••••• for A••••••••• F•••••••• S•••••••• L••
independent RIAtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Hunter Kade Bell | Waterloo, Ia | Mar 5, 2024 | Mar 1, 2024 |
| Kyle A Rasmussen | Reinbeck, Ia | Mar 5, 2024 | Mar 1, 2024 |
| Nicholas William Blasberg | Waterloo, Ia | Mar 5, 2024 | Mar 1, 2024 |
The rule
- Registrations ended
- Mar 5, 2024
- Registered next
- Mar 1, 2024
- Branch state
- IA
- Cities
- 2, most in Waterloo, Ia
- Registered there that day
- 9 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape