DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left C• A••••••• S••••••• for K••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Thomas John Wade | Plymouth, Mn | Jul 8, 2022 | Jun 18, 2021 |
| Michael John Granbois | New Brighton, Mn | Jul 9, 2022 | Jun 25, 2021 |
The rule
- Registrations ended
- Jul 8, 2022 to Jul 9, 2022
- Registered next
- Jun 18, 2021 to Jun 25, 2021
- Branch state
- MN
- Cities
- 2, most in Plymouth, Mn
- Registered there that day
- 64 (people still on IAPD; an estimate)
- Share of that headcount
- 3.1%
- Succession by the destination
- none on the tape