DFX Intelligence
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Team lift-out
3 advisors left A••••••••• W••••• P••••••• for F•••••• F•••••••• P••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Stephen Schwalbach | Minnetonka, Mn | Jan 16, 2024 | Nov 20, 2023 |
| Kyle David Playford | Minnetonka, Mn | Jan 16, 2024 | Nov 20, 2023 |
| Trever Thomas Christian | Minnetonka, Mn | Jan 16, 2024 | Nov 20, 2023 |
The rule
- Registrations ended
- Jan 16, 2024
- Registered next
- Nov 20, 2023
- Branch state
- MN
- Cities
- 2, most in Minnetonka, Mn
- Registered there that day
- 83 (people still on IAPD; an estimate)
- Share of that headcount
- 3.6%
- Succession by the destination
- none on the tape