DFX Intelligence
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Team lift-out
2 advisors left V•••••• P•••• W••••• M••••••••• for C••••• I••••••••• A••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jon Kipling Johansen | Plymouth, Mn | Mar 20, 2024 | Mar 6, 2024 |
| Patrick Linn Wight | Plymouth, Mn | Mar 20, 2024 | Mar 6, 2024 |
The rule
- Registrations ended
- Mar 20, 2024
- Registered next
- Mar 6, 2024
- Branch state
- MN
- Cities
- 1, most in Plymouth, Mn
- Registered there that day
- 14 (people still on IAPD; an estimate)
- Share of that headcount
- 14%
- Succession by the destination
- none on the tape