DFX Intelligence
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Team lift-out
5 advisors left B•••••••• W••••• M••••••••• L•• for C••••••• P•••••••
mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Derek Richard Hoyt | Bloomington, Mn | Jul 17, 2023 | Jul 20, 2023 |
| Ian Michael O'Brien | Bloomington, Mn | Jul 17, 2023 | Jul 3, 2023 |
| Kenneth John Zarske | Bloomington, Mn | Jul 17, 2023 | Jul 3, 2023 |
| Thomas Gabriel Landreville | Bloomington, Mn | Jul 17, 2023 | Jul 3, 2023 |
| Timothy Paul Ronning | Bloomington, Mn | Jul 17, 2023 | Jul 3, 2023 |
The rule
- Registrations ended
- Jul 17, 2023
- Registered next
- Jul 3, 2023 to Jul 20, 2023
- Branch state
- MN
- Cities
- 1, most in Bloomington, Mn
- Registered there that day
- 16 (people still on IAPD; an estimate)
- Share of that headcount
- 31%
- Succession by the destination
- none on the tape