DFX Intelligence
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Team lift-out
2 advisors left B••• G••••• • C••••••• I••• for M•••• • C••••• I••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Robert Krueger | Keokuk, Ia | Nov 5, 2021 | Nov 5, 2021 |
| Robert Edward Kelly | Keokuk, Ia | Nov 5, 2021 | Nov 5, 2021 |
The rule
- Registrations ended
- Nov 5, 2021
- Registered next
- Nov 5, 2021
- Branch state
- IA
- Cities
- 1, most in Keokuk, Ia
- Registered there that day
- 19 (people still on IAPD; an estimate)
- Share of that headcount
- 11%
- Succession by the destination
- none on the tape