DFX Intelligence
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Team lift-out
2 advisors left Y••••••••• P••••••• for D••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Mark Robert Minarik | Idaho Falls, Id | Apr 30, 2018 | Mar 23, 2018 |
| Matthew Robert Hansen | Idaho Falls, Id | Apr 30, 2018 | Mar 23, 2018 |
The rule
- Registrations ended
- Apr 30, 2018
- Registered next
- Mar 23, 2018
- Branch state
- ID
- Cities
- 1, most in Idaho Falls, Id
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape