DFX Intelligence
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Team lift-out
2 advisors left C•• F•••••••• S•••••••• L••• for C••••••• P•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jonathan Wayne Liang | Saint Louis Park, Mn | Nov 10, 2023 | Aug 1, 2023 |
| Ozro Charles Brown | Saint Louis Park, Mn | Nov 10, 2023 | Aug 10, 2023 |
The rule
- Registrations ended
- Nov 10, 2023
- Registered next
- Aug 1, 2023 to Aug 10, 2023
- Branch state
- MN
- Cities
- 1, most in Saint Louis Park, 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