DFX Intelligence
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Team lift-out
2 advisors left C•••••• W••••• S•••••••• L•• for K••••••• P•••••• W•••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kurt Mortenson | Palm Desert, Ca | Sep 2, 2021 | Sep 2, 2021 |
| Michael Reed Mortenson | Palm Desert, Ca | Sep 2, 2021 | Sep 2, 2021 |
The rule
- Registrations ended
- Sep 2, 2021
- Registered next
- Sep 2, 2021
- Branch state
- CA
- Cities
- 1, most in Palm Desert, Ca
- Registered there that day
- 11 (people still on IAPD; an estimate)
- Share of that headcount
- 18%
- Succession by the destination
- none on the tape