DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for R••••• W• B•••• • C•• I•••••••••
wirehousetomixed wealthWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffery James Todd | Anchorage, Ak | Apr 5, 2021 | Apr 1, 2021 |
| Kellie Ladawn Rixse | Anchorage, Ak | Apr 5, 2021 | Apr 1, 2021 |
The rule
- Registrations ended
- Apr 5, 2021
- Registered next
- Apr 1, 2021
- Branch state
- AK
- Cities
- 1, most in Anchorage, Ak
- Registered there that day
- 14,295 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape