DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left R•• C•••••• M••••••• L•• for R•••••• J•••• • A••••••••• I•••

national BDtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Colby Aaron SpannClive, IaSep 29, 2020Sep 16, 2020
David P GrayClive, IaSep 29, 2020Sep 16, 2020
Kirk Alan AbrahamsonClive, IaSep 29, 2020Sep 16, 2020
Michael Glenn Charles RowedderClive, IaSep 29, 2020Sep 16, 2020
The rule
Registrations ended
Sep 29, 2020
Registered next
Sep 16, 2020
Branch state
IA
Cities
1, most in Clive, Ia
Registered there that day
2,598 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of R•• C•••••• M••••••• L••Other teams into R•••••• J•••• • A••••••••• I•••