DFX Intelligence
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Team lift-out
2 advisors left A••••••••• W••••• P••••••• for F••••••••• I••••••••• A••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cory Steven Zafke | Minnetonka, Mn | Dec 7, 2020 | Dec 15, 2020 |
| Taylor James Sundeen | Minneapolis, Mn | Dec 7, 2020 | Dec 15, 2020 |
The rule
- Registrations ended
- Dec 7, 2020
- Registered next
- Dec 15, 2020
- Branch state
- MN
- Cities
- 2, most in Minneapolis, Mn
- Registered there that day
- 105 (people still on IAPD; an estimate)
- Share of that headcount
- 1.9%
- Succession by the destination
- none on the tape