DFX Intelligence
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Team lift-out
2 advisors left F•••• F•••••••• for L•• F•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alicia Kapus | Little Falls, Mn | May 2, 2024 | Apr 15, 2024 |
| Michael John Wochnick | Little Falls, Mn | May 2, 2024 | Apr 15, 2024 |
The rule
- Registrations ended
- May 2, 2024
- Registered next
- Apr 15, 2024
- Branch state
- MN
- Cities
- 2, most in Little Falls, Mn
- Registered there that day
- 115 (people still on IAPD; an estimate)
- Share of that headcount
- 1.7%
- Succession by the destination
- none on the tape