DFX Intelligence
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Team lift-out
2 advisors left L•••• W••••• for D••••• W•••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gina Koshiol Bartell | Sartell, Mn | Feb 29, 2024 | Jan 2, 2024 |
| Marshall John Grams | Sartell, Mn | Feb 29, 2024 | Jan 2, 2024 |
The rule
- Registrations ended
- Feb 29, 2024
- Registered next
- Jan 2, 2024
- Branch state
- MN
- Cities
- 1, most in Sartell, Mn
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape