DFX Intelligence
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Team lift-out
2 advisors left M••••• S•••••• for R••••• W• B•••• • C•• I•••••••••
wirehousetomixed wealthWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kevin Albert Rollwagen | Wayzata, Mn | May 22, 2018 | May 18, 2018 |
| Robert Kyle Mccrea | Wayzata, Mn | May 22, 2018 | May 18, 2018 |
The rule
- Registrations ended
- May 22, 2018
- Registered next
- May 18, 2018
- Branch state
- MN
- Cities
- 1, most in Wayzata, Mn
- Registered there that day
- 14,480 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape