DFX Intelligence
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Team lift-out
2 advisors left L•• F•••••••• L•• for I•••••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Apr 21, 2022 to Apr 28, 2022
- Registered next
- Apr 18, 2022 to Apr 19, 2022
- Branch state
- IA
- Cities
- 2, most in Shenandoah, Ia
- Registered there that day
- 12,934 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- a succession within a year (Jul 2, 2021), not necessarily this firm