DFX Intelligence
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Team lift-out
3 advisors left A••••••••• W••••• P••••••• for W••• F•••••••• G••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Barry Walter Wold | Mendota Heights, Mn | Dec 31, 2021 | Sep 20, 2021 |
| Ryan Davis Wold | Mendota Heights, Mn | Dec 31, 2021 | Sep 20, 2021 |
| Stephanie Ann Wright | Mendota Heights, Mn | Dec 31, 2021 | Sep 17, 2021 |
The rule
- Registrations ended
- Dec 31, 2021
- Registered next
- Sep 17, 2021 to Sep 20, 2021
- Branch state
- MN
- Cities
- 1, most in Mendota Heights, Mn
- Registered there that day
- 114 (people still on IAPD; an estimate)
- Share of that headcount
- 2.6%
- Succession by the destination
- none on the tape