DFX Intelligence
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Team lift-out
10 advisors left C•••••• F•••••••• S•••••••• I••• for C••••• • A••••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Dawn Marie May | Minot, Nd | Jun 28, 2019 | Jun 28, 2019 |
| Darren M Klump | Minot, Nd | Jul 1, 2019 | Jul 1, 2019 |
| Michael Lindquist Mckenzie | Minot, Nd | Jul 8, 2019 | Jul 8, 2019 |
| Stephen Charles Schneider | Minot, Nd | Jul 8, 2019 | Jan 9, 2026 |
| Laurie Ann Braulick | Minot, Nd | Jul 9, 2019 | Jul 9, 2019 |
| James Melvin Mershon | Minot, Nd | Jul 15, 2019 | Jul 15, 2019 |
| Michael James Reynolds | Minot, Nd | Jul 24, 2019 | Jul 24, 2019 |
| Robert Lawrence Dwonch | Minot, Nd | Jul 25, 2019 | Jul 25, 2019 |
| David Walter Hinson | Minot, Nd | Jul 31, 2019 | Jan 2, 2025 |
| Chad Thuner | Minot, Nd | Aug 13, 2019 | Aug 19, 2019 |
The rule
- Registrations ended
- Jun 28, 2019 to Aug 13, 2019
- Registered next
- Jun 28, 2019 to Jan 9, 2026
- Branch state
- ND
- Cities
- 1, most in Minot, Nd
- Registered there that day
- 32 (people still on IAPD; an estimate)
- Share of that headcount
- 31%
- Succession by the destination
- none on the tape