DFX Intelligence

RIA Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Team lift-out

7 advisors left I••••••••• C•••••• O• A••••••• I••• for N•••••• A•••••••

othertoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Carly Jean RottLamoure, NdNov 29, 2017Jan 1, 2025
Darcy Lynn SalterBismarck, NdNov 29, 2017May 8, 2018
Julie Christine HinszCenter, NdNov 29, 2017Feb 26, 2018
Shayla Renae EvinkBismarck, NdNov 29, 2017Feb 26, 2018
James Fred FettigMedina, NdDec 5, 2017Feb 26, 2018
Thomas Michael GundersonBismarck, NdDec 5, 2017Feb 26, 2018
Nathan Mark NatwickMedina, NdDec 6, 2017Feb 26, 2018
The rule
Registrations ended
Nov 29, 2017 to Dec 6, 2017
Registered next
Feb 26, 2018 to Jan 1, 2025
Branch state
ND
Cities
4, most in Bismarck, Nd
Registered there that day
260 (people still on IAPD; an estimate)
Share of that headcount
2.7%
Succession by the destination
none on the tape
Other teams out of I••••••••• C•••••• O• A••••••• I•••Other teams into N•••••• A•••••••