DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for R•••••• W••••• A•••••••• I•••
wirehousetomixed wealthWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gina Kay Blair | Duluth, Mn | Aug 22, 2019 | Aug 21, 2019 |
| Jess Michael Panichi | Duluth, Mn | Sep 4, 2019 | Aug 21, 2019 |
The rule
- Registrations ended
- Aug 22, 2019 to Sep 4, 2019
- Registered next
- Aug 21, 2019
- Branch state
- MN
- Cities
- 1, most in Duluth, Mn
- Registered there that day
- 21,136 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape