DFX Intelligence
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Team lift-out
4 advisors left F•••••••• D••••••••• G••••• I••• for O•••• W•••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffrey Lee Schuler | Maple Grove, Mn | Feb 5, 2024 | Aug 1, 2017 |
| Marie Lynette Henrichs | Arden Hills, Mn | Feb 5, 2024 | Mar 24, 2022 |
| Michael Alan Matheson | Maple Grove, Mn | Feb 5, 2024 | Jul 27, 2016 |
| Paul Raymond Lyon | Maple Grove, Mn | Feb 5, 2024 | Jan 3, 2024 |
The rule
- Registrations ended
- Feb 5, 2024
- Registered next
- Jul 27, 2016 to Jan 3, 2024
- Branch state
- MN
- Cities
- 2, most in Maple Grove, Mn
- Registered there that day
- 42 (people still on IAPD; an estimate)
- Share of that headcount
- 9.5%
- Succession by the destination
- none on the tape