DFX Intelligence
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Team lift-out
2 advisors left P••••••• W••••• P••••••• L•• for C•••••• W••••• P•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Marissa Mccleary Klaers | Bloomington, Mn | May 20, 2022 | Nov 29, 2022 |
| Michael Paul Poissant | Bloomington, Mn | May 20, 2022 | Nov 29, 2022 |
The rule
- Registrations ended
- May 20, 2022
- Registered next
- Nov 29, 2022
- Branch state
- MN
- Cities
- 1, most in Bloomington, Mn
- Registered there that day
- 11 (people still on IAPD; an estimate)
- Share of that headcount
- 18%
- Succession by the destination
- none on the tape