DFX Intelligence

RIA 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

3 advisors left S••••••••• A•••••• A•••••••• I••• for C•••••••• I••••••••• R••••••• A•••••••• I•••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Albin Mauritz LinderNorthfield, MnFeb 23, 2024Feb 15, 2024
Jason Matthew LinderNorthfield, MnFeb 23, 2024Feb 15, 2024
Seth Albin LinderNorthfield, MnFeb 23, 2024Feb 15, 2024
The rule
Registrations ended
Feb 23, 2024
Registered next
Feb 15, 2024
Branch state
MN
Cities
1, most in Northfield, Mn
Registered there that day
1,828 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of S••••••••• A•••••• A•••••••• I•••Other teams into C•••••••• I••••••••• R••••••• A•••••••• I•••