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
3 advisors left A••••••••• W••••• P••••••• for O•••• W•••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alan Lloyd Johnson | Minnetonka, Mn | Nov 12, 2020 | Jun 15, 2021 |
| Christopher Geordon Lage | Minnetonka, Mn | Nov 12, 2020 | Mar 10, 2021 |
| Gary Bruce Lage | Minnetonka, Mn | Nov 12, 2020 | Jan 17, 2025 |
The rule
- Registrations ended
- Nov 12, 2020
- Registered next
- Mar 10, 2021 to Jan 17, 2025
- Branch state
- MN
- Cities
- 1, most in Minnetonka, Mn
- Registered there that day
- 108 (people still on IAPD; an estimate)
- Share of that headcount
- 2.8%
- Succession by the destination
- none on the tape