DFX Intelligence
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Team lift-out
2 advisors left C••••• A•••••• N••••••• L•• for A••••••••• W••••• P•••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Melissa Rae Machlitt | Minnetonka, Mn | May 14, 2021 | Apr 18, 2017 |
| Stephanie Lynn Danforth Johnson | Minnetonka, Mn | May 14, 2021 | Jun 26, 2017 |
The rule
- Registrations ended
- May 14, 2021
- Registered next
- Apr 18, 2017 to Jun 26, 2017
- Branch state
- MN
- Cities
- 1, most in Minnetonka, Mn
- Registered there that day
- 411 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape