DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for L•• F•••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jason James Willner | Blue Earth, Mn | Apr 5, 2022 | Mar 29, 2022 |
| Anshu A Dutt | White Bear Lake, Mn | Apr 6, 2022 | Jul 25, 2023 |
The rule
- Registrations ended
- Apr 5, 2022 to Apr 6, 2022
- Registered next
- Mar 29, 2022 to Jul 25, 2023
- Branch state
- MN
- Cities
- 2, most in Blue Earth, Mn
- Registered there that day
- 14,102 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape