DFX Intelligence
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Team lift-out
5 advisors left W•••• F•••• A••••••• for ••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Amir Aquino Abdelwahed | Minneapolis, Mn | Jun 13, 2024 | Jun 7, 2024 |
| Kristine Marie Kircher | Minneapolis, Mn | Jun 13, 2024 | Jun 7, 2024 |
| Patricia Whelan Barrett | Minneapolis, Mn | Jun 13, 2024 | Jun 7, 2024 |
| Thomas Loren Wrich | Eden Prairie, Mn | Jun 13, 2024 | Jun 7, 2024 |
| Jennifer Mackimm Wesley | Wayzata, Mn | Jun 14, 2024 | Jun 10, 2024 |
The rule
- Registrations ended
- Jun 13, 2024 to Jun 14, 2024
- Registered next
- Jun 7, 2024 to Jun 10, 2024
- Branch state
- MN
- Cities
- 3, most in Minneapolis, Mn
- Registered there that day
- 13,593 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape