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
5 advisors left C••••• I••••••••• A••••••• L•• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Timothy Daniel Mattern | Willmar, Mn | Oct 29, 2025 | Oct 23, 2025 |
| Joshua Kampbell | Burnsville, Mn | Nov 6, 2025 | Nov 3, 2025 |
| Juan A Guerrero | Edina, Mn | Nov 17, 2025 | Nov 18, 2025 |
| Mark James Mischke | Eagan, Mn | Nov 18, 2025 | Nov 11, 2025 |
| Jacob M Mischke | Eagan, Mn | Nov 19, 2025 | Nov 11, 2025 |
The rule
- Registrations ended
- Oct 29, 2025 to Nov 19, 2025
- Registered next
- Oct 23, 2025 to Nov 18, 2025
- Branch state
- MN
- Cities
- 4, most in Eagan, Mn
- Registered there that day
- 9,988 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape