DFX Intelligence
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Team lift-out
2 advisors left F••••••••• A•••• M••••••••• L•• for C••••• I••••••••• G••••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alexander Otto Lund | Anchorage, Ak | Dec 31, 2021 | Feb 24, 2022 |
| Michael Wayne Shamburger | Anchorage, Ak | Dec 31, 2021 | Apr 18, 2022 |
The rule
- Registrations ended
- Dec 31, 2021
- Registered next
- Feb 24, 2022 to Apr 18, 2022
- Branch state
- AK
- Cities
- 1, most in Anchorage, Ak
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- a succession within a year (Apr 30, 2021), not necessarily this firm