DFX Intelligence
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Team lift-out
2 advisors left B•••• W••••• M••••••••• L•• for M•••••• W••••• M••••••••• L•
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Polly Jo Hamm | Eden Prairie, Mn | Dec 22, 2025 | Apr 1, 2025 |
| Timothy Balfour Brown | Eden Prairie, Mn | Dec 22, 2025 | Jun 23, 2025 |
The rule
- Registrations ended
- Dec 22, 2025
- Registered next
- Apr 1, 2025 to Jun 23, 2025
- Branch state
- MN
- Cities
- 1, most in Eden Prairie, Mn
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape