DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for E•••••• C•••••• M••••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cory Dickison | Minneapolis, Mn | Feb 20, 2019 | Feb 27, 2019 |
| Matthew Ekman | Stillwater, Mn | Feb 21, 2019 | Mar 14, 2019 |
The rule
- Registrations ended
- Feb 20, 2019 to Feb 21, 2019
- Registered next
- Feb 27, 2019 to Mar 14, 2019
- Branch state
- MN
- Cities
- 2, most in Minneapolis, Mn
- Registered there that day
- 20,959 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape