DFX Intelligence

RIA Intelligence

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Team lift-out

13 advisors left C•••••••• I••••••••• R••••••• A•••••••• I••• for B••••• F•••••••• G••••

BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Larry Allen BergerPlymouth, MnAug 24, 2020Jul 31, 2020
Anthony Harold ReynoldsPlymouth, MnAug 26, 2020Aug 8, 2022
Kim Harold LillehaugMonticello, MnAug 26, 2020Jul 31, 2020
Kristi Lyn SanzPlymouth, MnAug 26, 2020Aug 4, 2020
Angela Marie EricksonPlymouth, MnAug 28, 2020Jul 31, 2020
April Therease BortschellerPlymouth, MnAug 28, 2020Nov 5, 2025
Blaine Micah ConklinMinneapolis, MnAug 28, 2020Jul 31, 2020
Christine Michelle ThomasPlymouth, MnAug 28, 2020Jul 31, 2020
Krista MaseraPlymouth, MnAug 28, 2020Feb 17, 2021
Mark Allen BergerPlymouth, MnAug 28, 2020Jul 31, 2020
Nicholas Robert AsmusMinneapolis, MnAug 28, 2020Jul 31, 2020
Robert Stephen SmrekarMinneapolis, MnAug 28, 2020Jul 31, 2020
Seth Wilfred WagnerPlymouth, MnAug 28, 2020Jul 31, 2020
The rule
Registrations ended
Aug 24, 2020 to Aug 28, 2020
Registered next
Jul 31, 2020 to Nov 5, 2025
Branch state
MN
Cities
3, most in Plymouth, Mn
Registered there that day
2,730 (people still on IAPD; an estimate)
Share of that headcount
0.5%
Succession by the destination
none on the tape
Other teams out of C•••••••• I••••••••• R••••••• A•••••••• I•••Other teams into B••••• F•••••••• G••••