DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for S•••• F•••••••• P•••••••• L••

BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Jacob Lee HartkeFairmont, MnNov 9, 2021Nov 1, 2021
Kaitlin Marie BellFairmont, MnNov 9, 2021Nov 1, 2021
Amber KnipsFairmont, MnNov 11, 2021Nov 1, 2021
Bryan James SweetFairmont, MnNov 17, 2021Nov 1, 2021
Myah Catherine LegredFairmont, MnNov 17, 2021Nov 1, 2021
Oliver Zenk KollofskiFairmont, MnNov 17, 2021Nov 1, 2021
Ty Jason TotzkeFairmont, MnNov 17, 2021Nov 1, 2021
The rule
Registrations ended
Nov 9, 2021 to Nov 17, 2021
Registered next
Nov 1, 2021
Branch state
MN
Cities
1, most in Fairmont, Mn
Registered there that day
4,942 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of R•••••• J•••• F•••••••• S••••••• A•••••••• I••Other teams into S•••• F•••••••• P•••••••• L••