DFX Intelligence
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Team lift-out
5 advisors left F•••• F•••••••• for O•••• W•••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew Koetter | Minneapolis, Mn | May 2, 2024 | Aug 23, 2021 |
| Jacob Brant Fleming | Minneapolis, Mn | May 2, 2024 | Feb 20, 2024 |
| Jed Andrew Lund | Minneapolis, Mn | May 2, 2024 | Feb 28, 2024 |
| Peter Haagenson | Minnetonka, Mn | May 2, 2024 | Feb 15, 2024 |
| Steven Scott Haagenson | Minneapolis, Mn | May 2, 2024 | Nov 3, 2022 |
The rule
- Registrations ended
- May 2, 2024
- Registered next
- Aug 23, 2021 to Feb 28, 2024
- Branch state
- MN
- Cities
- 2, most in Minneapolis, Mn
- Registered there that day
- 115 (people still on IAPD; an estimate)
- Share of that headcount
- 4.3%
- Succession by the destination
- none on the tape