DFX Intelligence
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Team lift-out
3 advisors left U••••• C•••••• F•••••••• A••••••• for P•••• C•••••• F••••••••
BD affiliatedtomixed wealthAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Paul Jarvis | Fargo, Nd | Nov 2, 2023 | Oct 6, 2023 |
| Eric Herzog | Fargo, Nd | Nov 3, 2023 | Oct 6, 2023 |
| Stacey L Robinson | Fargo, Nd | Nov 3, 2023 | Jul 29, 2024 |
The rule
- Registrations ended
- Nov 2, 2023 to Nov 3, 2023
- Registered next
- Oct 6, 2023 to Jul 29, 2024
- Branch state
- ND
- Cities
- 1, most in Fargo, Nd
- Registered there that day
- 194 (people still on IAPD; an estimate)
- Share of that headcount
- 1.5%
- Succession by the destination
- none on the tape