DFX Intelligence
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Team lift-out
2 advisors left W•••• A•••••••• I••• for B••••• F•••••••• G••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew Jonathan Wixon | Maple Grove, Mn | Dec 31, 2024 | Oct 11, 2024 |
| William Brian Wixon | Maple Grove, Mn | Dec 31, 2024 | Nov 13, 2024 |
The rule
- Registrations ended
- Dec 31, 2024
- Registered next
- Oct 11, 2024 to Nov 13, 2024
- Branch state
- MN
- Cities
- 1, most in Maple Grove, Mn
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape