DFX Intelligence
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Team lift-out
2 advisors left F•••• A••••••• for T•• O•• R•••• F•••••••• S••••••• G••••• I••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Robert Eugene Long | Plymouth, Mn | Sep 7, 2018 | Aug 13, 2018 |
| David Jay Goldenberg | Plymouth, Mn | Sep 21, 2018 | Sep 18, 2018 |
The rule
- Registrations ended
- Sep 7, 2018 to Sep 21, 2018
- Registered next
- Aug 13, 2018 to Sep 18, 2018
- Branch state
- MN
- Cities
- 1, most in Plymouth, Mn
- Registered there that day
- 20 (people still on IAPD; an estimate)
- Share of that headcount
- 10%
- Succession by the destination
- none on the tape