DFX Intelligence
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Team lift-out
3 advisors left P••••••• W••••• P••••••• L•• for C• I••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ruth Miller | Bloomington, Mn | Oct 25, 2022 | Jun 20, 2022 |
| Susan Gay Isaacson | Bloomington, Mn | Oct 25, 2022 | Jun 20, 2022 |
| Trevor Hopkins | Bloomington, Mn | Oct 25, 2022 | Jun 22, 2022 |
The rule
- Registrations ended
- Oct 25, 2022
- Registered next
- Jun 20, 2022 to Jun 22, 2022
- Branch state
- MN
- Cities
- 1, most in Bloomington, Mn
- Registered there that day
- 10 (people still on IAPD; an estimate)
- Share of that headcount
- 30%
- Succession by the destination
- none on the tape