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 R•••••• W••••• A•••••••• I••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••
mixed wealthtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Derek Scott Olson | Hermantown, Mn | Jul 15, 2021 | Jul 15, 2021 |
| Gina Kay Blair | Minneapolis, Mn | Jul 15, 2021 | Jul 15, 2021 |
| Jess Michael Panichi | Minneapolis, Mn | Jul 15, 2021 | Jul 15, 2021 |
| Jody Lynn-Rathe Roberts | Minneapolis, Mn | Jul 15, 2021 | Jul 15, 2021 |
The rule
- Registrations ended
- Jul 15, 2021
- Registered next
- Jul 15, 2021
- Branch state
- MN
- Cities
- 1, most in Hermantown, Mn
- Registered there that day
- 34 (people still on IAPD; an estimate)
- Share of that headcount
- 12%
- Succession by the destination
- none on the tape