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
2 advisors left C••••• A•••••• N••••••• L•• for A••••••••• W••••• P•••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jed Andrew Lund | Minnetonka, Mn | Sep 29, 2022 | May 23, 2019 |
| Steven Scott Haagenson | Minnetonka, Mn | Oct 13, 2022 | Mar 20, 2019 |
The rule
- Registrations ended
- Sep 29, 2022 to Oct 13, 2022
- Registered next
- Mar 20, 2019 to May 23, 2019
- Branch state
- MN
- Cities
- 1, most in Minnetonka, Mn
- Registered there that day
- 458 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape