DFX Intelligence
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Team lift-out
2 advisors left J• W• C••• A•••••••• I••• for W••••• E••••••••• A••••••• S•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- May 2, 2023
- Registered next
- May 1, 2023 to May 17, 2023
- Branch state
- MN
- Cities
- 2, most in Hutchinson, Mn
- Registered there that day
- 384 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape