DFX Intelligence
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Team lift-out
2 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for P•••• C•••••• F••••••••
BD affiliatedtomixed wealthAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James May | Sioux Falls, Sd | Nov 13, 2023 | Nov 14, 2023 |
| Nathan Joseph Schwab | Sioux Falls, Sd | Nov 14, 2023 | Nov 14, 2023 |
The rule
- Registrations ended
- Nov 13, 2023 to Nov 14, 2023
- Registered next
- Nov 14, 2023
- Branch state
- SD
- Cities
- 1, most in Sioux Falls, Sd
- Registered there that day
- 5,524 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape