DFX Intelligence
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Team lift-out
2 advisors left P•••••••• S••••••••• I••• for B•••••••• L••
BD affiliatedtomixed wealthAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Erika Wood | Minnetonka, Mn | Sep 16, 2020 | Sep 9, 2020 |
| Richard Judd Bjorklund | Minnetonka, Mn | Sep 16, 2020 | Sep 9, 2020 |
The rule
- Registrations ended
- Sep 16, 2020
- Registered next
- Sep 9, 2020
- Branch state
- MN
- Cities
- 1, most in Minnetonka, Mn
- Registered there that day
- 1,031 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape