DFX Intelligence
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Team lift-out
2 advisors left F••• F•••••••• C••••••••• for T••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Grant Allan Meyer | Bloomington, Mn | Feb 5, 2021 | Jan 6, 2021 |
| Tyler Jon Engbrecht | Bloomington, Mn | Feb 5, 2021 | Jan 6, 2021 |
The rule
- Registrations ended
- Feb 5, 2021
- Registered next
- Jan 6, 2021
- Branch state
- MN
- Cities
- 1, most in Bloomington, Mn
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape