DFX Intelligence
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Team lift-out
2 advisors left C•••••• F•••••••• S•••••••• I••• for C••••• • A••••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Chad Thomas Schwoerer | Minot, Nd | May 3, 2019 | May 3, 2019 |
| Teresa Marie Oclair | Bismarck, Nd | May 17, 2019 | May 20, 2019 |
The rule
- Registrations ended
- May 3, 2019 to May 17, 2019
- Registered next
- May 3, 2019 to May 20, 2019
- Branch state
- ND
- Cities
- 2, most in Minot, Nd
- Registered there that day
- 42 (people still on IAPD; an estimate)
- Share of that headcount
- 4.8%
- Succession by the destination
- none on the tape