DFX Intelligence
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Team lift-out
6 advisors left F•••••••• D••••••••• G••••• I••• for L•• F•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Amy Rose Holewa | Maple Grove, Mn | Feb 5, 2024 | Jan 30, 2024 |
| Dan Andrew Pias | Maple Grove, Mn | Feb 5, 2024 | Jan 30, 2024 |
| Peyton Andrew Schuler | Maple Grove, Mn | Feb 5, 2024 | Jan 30, 2024 |
| Scott Alan Robichaud | Arden Hills, Mn | Feb 5, 2024 | Jan 30, 2024 |
| Staci Marie Murphy | Maple Grove, Mn | Feb 5, 2024 | Jan 30, 2024 |
| Susan Marie Anderson | Maple Grove, Mn | Feb 5, 2024 | Jan 30, 2024 |
The rule
- Registrations ended
- Feb 5, 2024
- Registered next
- Jan 30, 2024
- Branch state
- MN
- Cities
- 1, most in Maple Grove, Mn
- Registered there that day
- 42 (people still on IAPD; an estimate)
- Share of that headcount
- 14%
- Succession by the destination
- none on the tape