DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Channel change (one enterprise)
7 advisors moved from W•••• F•••• A••••••• to W•••• F•••• A•••••••
Not a lift-out: the two CRDs file under the same business name, so the two CRDs are one enterprise and nobody left anyone. A channel switch, an integration after an acquisition or an affiliate transfer. Never counted as a team in or out.
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Chad Quentin Quamme | Fargo, Nd | Sep 20, 2024 | Sep 20, 2024 |
| Jeffrey Lamp | Fargo, Nd | Sep 20, 2024 | Sep 20, 2024 |
| Jeffry Olson | Fargo, Nd | Sep 20, 2024 | Sep 20, 2024 |
| Lawrence Wittman | Fargo, Nd | Sep 20, 2024 | Sep 20, 2024 |
| Matthew Draxten | Fargo, Nd | Sep 20, 2024 | Sep 20, 2024 |
| Matthew Watson | Fargo, Nd | Sep 20, 2024 | Sep 20, 2024 |
| Scott Nordhougen | Fargo, Nd | Sep 20, 2024 | Sep 20, 2024 |
| Timothy Graveline | Fargo, Nd | Sep 20, 2024 | Sep 23, 2024 |
| Tyler Gordon Johnson | Fargo, Nd | Sep 20, 2024 | Sep 20, 2024 |
The rule
- Registrations ended
- Sep 20, 2024
- Registered next
- Sep 20, 2024 to Sep 23, 2024
- Branch state
- ND
- Cities
- 1, most in F••••, Nd
- Registered there that day
- 13,568 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- One enterprise because
- the two CRDs file under the same business name
- Succession by the destination
- none on the tape