DFX Intelligence
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Team lift-out
2 advisors left B•••••••• for F••••• A•••••••
independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Aaron David Kolkman | Bloomington, Mn | Dec 8, 2022 | May 26, 2021 |
| Robert Gregory Neuman | Bloomington, Mn | Dec 8, 2022 | May 26, 2021 |
The rule
- Registrations ended
- Dec 8, 2022
- Registered next
- May 26, 2021
- Branch state
- MN
- Cities
- 1, most in Bloomington, Mn
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape