DFX Intelligence
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Team lift-out
4 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 |
|---|---|---|---|
| Daniel Robert Erdmann | Minnetonka, Mn | May 14, 2021 | May 14, 2021 |
| Melissa Rae Machlitt | Minnetonka, Mn | May 14, 2021 | May 14, 2021 |
| Stephanie Lynn Danforth Johnson | Minnetonka, Mn | May 14, 2021 | May 17, 2021 |
| Tyler W Armstrong | Minnetonka, Mn | May 17, 2021 | May 14, 2021 |
The rule
- Registrations ended
- May 14, 2021 to May 17, 2021
- Registered next
- May 14, 2021 to May 17, 2021
- Branch state
- MN
- Cities
- 1, most in Minnetonka, Mn
- Registered there that day
- 107 (people still on IAPD; an estimate)
- Share of that headcount
- 3.7%
- Succession by the destination
- none on the tape