DFX Intelligence
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Team lift-out
2 advisors left P•••••••• S••••••••• I••• for P•• W••••• M•••••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Nicholas Ward Mcelroy | Minneapolis, Mn | Sep 4, 2018 | Aug 21, 2018 |
| Todd William Mcelroy | Minnetonka, Mn | Sep 4, 2018 | Aug 28, 2018 |
The rule
- Registrations ended
- Sep 4, 2018
- Registered next
- Aug 21, 2018 to Aug 28, 2018
- Branch state
- MN
- Cities
- 2, most in Minnetonka, Mn
- Registered there that day
- 949 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape