DFX Intelligence

RIA Intelligence

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Team lift-out

6 advisors left E••• B••••• A•••••••• L•• for S•••••• F•••••••• G••••• L•••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Jeffrey Todd LesterSioux Falls, SdNov 8, 2024Sep 13, 2024
June Rochelle Malvin LonnquistSioux Falls, SdNov 8, 2024Nov 11, 2024
Landon EatoughSioux Falls, SdNov 8, 2024Sep 24, 2024
Ryan Thomas WeigelSioux Falls, SdNov 8, 2024Sep 26, 2024
Jill J KloseSioux Falls, SdNov 15, 2024Sep 16, 2024
The rule
Registrations ended
Nov 8, 2024 to Nov 15, 2024
Registered next
Sep 13, 2024 to Nov 11, 2024
Branch state
SD
Cities
1, most in Sioux Falls, Sd
Registered there that day
15 (people still on IAPD; an estimate)
Share of that headcount
40%
Succession by the destination
none on the tape
Other teams out of E••• B••••• A•••••••• L••Other teams into S•••••• F•••••••• G••••• L•••••