DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
4 advisors left Q•••••• A•••• M••••••••• I••• for T•• A•••••••• I•••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gerard John Vanderzanden | Minneapolis, Mn | May 2, 2019 | Feb 6, 2020 |
| Matthew Lawrence Kaas | Minneapolis, Mn | May 2, 2019 | Jan 12, 2026 |
| Philip Charles Hagopian | Minneapolis, Mn | May 2, 2019 | Sep 9, 2019 |
| Rustan Cooley Thayer | St Louis Park, Mn | May 2, 2019 | Jun 16, 2020 |
The rule
- Registrations ended
- May 2, 2019
- Registered next
- Sep 9, 2019 to Jan 12, 2026
- Branch state
- MN
- Cities
- 2, most in Minneapolis, Mn
- Registered there that day
- 18 (people still on IAPD; an estimate)
- Share of that headcount
- 22%
- Succession by the destination
- none on the tape