DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left F•• S••••••••• C••••••••• for D••••••••• F•••••••• A••••••• G••••• I•••

BD affiliatedtounclassifiedOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Mark Jay AasenWest Des Moines, IaNov 3, 2023Feb 11, 2016
Michael Paul DoriganWest Des Moines, IaNov 3, 2023May 11, 2016
Philip Edmund GoseWest Des Moines, IaNov 3, 2023Apr 20, 2005
Rodney David PotratzClive, IaNov 3, 2023Feb 10, 2011
The rule
Registrations ended
Nov 3, 2023
Registered next
Apr 20, 2005 to May 11, 2016
Branch state
IA
Cities
2, most in West Des Moines, Ia
Registered there that day
497 (people still on IAPD; an estimate)
Share of that headcount
0.8%
Succession by the destination
none on the tape
Other teams out of F•• S••••••••• C•••••••••Other teams into D••••••••• F•••••••• A••••••• G••••• I•••