DFX Intelligence
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Team lift-out
2 advisors left A••••••••• W••••• P••••••• for C••••• I••••••••• A••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Aaron Daniel Locke | Minnetonka, Mn | Sep 9, 2019 | Jun 29, 2023 |
| Michael Nathan Lauer | Minnetonka, Mn | Sep 9, 2019 | Jun 29, 2023 |
The rule
- Registrations ended
- Sep 9, 2019
- Registered next
- Jun 29, 2023
- Branch state
- MN
- Cities
- 1, most in Minnetonka, Mn
- Registered there that day
- 110 (people still on IAPD; an estimate)
- Share of that headcount
- 1.8%
- Succession by the destination
- none on the tape