DFX Intelligence
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Team lift-out
2 advisors left M•••••• T••••• F•••••••• for N•••••• A•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brigand Wade Kline | Bigfork, Mt | Feb 18, 2025 | Jan 29, 2025 |
| Kristen Nicole Kline | Bigfork, Mt | Feb 18, 2025 | Jan 29, 2025 |
The rule
- Registrations ended
- Feb 18, 2025
- Registered next
- Jan 29, 2025
- Branch state
- MT
- Cities
- 1, most in Bigfork, Mt
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape