DFX Intelligence
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Team lift-out
2 advisors left P••••••••• F•••••••• S•••••••• I••• for P•••• C•••••• F••••••••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kameron Jay Carlson | Sioux Falls, Sd | Mar 21, 2023 | Dec 15, 2022 |
| Nancy Ann Carlson | Sioux Falls, Sd | Mar 21, 2023 | Dec 15, 2022 |
The rule
- Registrations ended
- Mar 21, 2023
- Registered next
- Dec 15, 2022
- Branch state
- SD
- Cities
- 1, most in Sioux Falls, Sd
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape