DFX Intelligence
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Team lift-out
2 advisors left I••••••••• F•••••••• G••••• L•• for B••••• F•••••••• G••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Lisa Cherie Greely | Bloomington, Mn | Feb 8, 2021 | Apr 9, 2021 |
| Rebecca Lynn Lantzer | Bloomington, Mn | Feb 8, 2021 | Feb 22, 2021 |
The rule
- Registrations ended
- Feb 8, 2021
- Registered next
- Feb 22, 2021 to Apr 9, 2021
- Branch state
- MN
- Cities
- 1, most in Bloomington, Mn
- Registered there that day
- 362 (people still on IAPD; an estimate)
- Share of that headcount
- 0.6%
- Succession by the destination
- none on the tape