DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left P••• A••••• S••••••••• L•• for M•• I•••••••• S•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Jay K DevriesCedar Falls, IaMar 6, 2024Mar 1, 2024
Jennifer K BoldtWest Des Moines, IaMar 6, 2024Mar 1, 2024
Todd D ThomasCedar Rapids, IaMar 6, 2024Mar 1, 2024
Tony Ryan PattersonCedar Falls, IaMar 6, 2024Mar 1, 2024
The rule
Registrations ended
Mar 6, 2024
Registered next
Mar 1, 2024
Branch state
IA
Cities
3, most in Cedar Falls, Ia
Registered there that day
1,576 (people still on IAPD; an estimate)
Share of that headcount
0.3%
Succession by the destination
none on the tape
Other teams out of P••• A••••• S••••••••• L••Other teams into M•• I•••••••• S•••••••• L••