DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left T••••• L• S••••••• for C••••• F••••••••• L••
unclassifiedtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kelly Joy Sullivan Noah | Roseville, Mn | Jan 28, 2025 | Jan 3, 2025 |
| Thomas Lee Sullivan | Roseville, Mn | Jan 28, 2025 | Jan 3, 2025 |
The rule
- Registrations ended
- Jan 28, 2025
- Registered next
- Jan 3, 2025
- Branch state
- MN
- Cities
- 1, most in Roseville, 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