DFX Intelligence
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Team lift-out
2 advisors left V••• • C••••••• L•• for A•••• W••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Blaine T Disrud | Brookfield, Wi | Mar 31, 2021 | Dec 15, 2020 |
| Noi Sayaovong | Brookfield, Wi | Mar 31, 2021 | Dec 10, 2020 |
The rule
- Registrations ended
- Mar 31, 2021
- Registered next
- Dec 10, 2020 to Dec 15, 2020
- Branch state
- WI
- Cities
- 1, most in Brookfield, Wi
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape