DFX Intelligence
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Team lift-out
3 advisors left A••••••••• W••••• P••••••• for D••••• • C••••• F•••••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Jaye Dorval | Minnetonka, Mn | Oct 3, 2023 | Sep 21, 2020 |
| John Thomas Chorne | Minnetonka, Mn | Oct 3, 2023 | Sep 21, 2020 |
The rule
- Registrations ended
- Oct 3, 2023
- Registered next
- Sep 21, 2020 to Oct 11, 2022
- Branch state
- MN
- Cities
- 1, most in Minnetonka, Mn
- Registered there that day
- 88 (people still on IAPD; an estimate)
- Share of that headcount
- 3.4%
- Succession by the destination
- none on the tape