DFX Intelligence
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Team lift-out
2 advisors left T••••••• I••••••••• M••••••••• I••• for O•••••••• F•••••••• S••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brad Alan Nelson | Fargo, Nd | Jun 12, 2023 | Jun 9, 2023 |
| Sara Kristen Bolen | Fargo, Nd | Jun 12, 2023 | Jun 9, 2023 |
The rule
- Registrations ended
- Jun 12, 2023
- Registered next
- Jun 9, 2023
- Branch state
- ND
- Cities
- 1, most in Fargo, Nd
- Registered there that day
- 2,242 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape