DFX Intelligence
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Team lift-out
2 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for C••••• W••••• G••••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joseph Elias Bertilson | Coon Rapids, Mn | Apr 23, 2025 | Mar 28, 2025 |
| Peyton Rider Chapman | Andover, Mn | Apr 23, 2025 | Mar 28, 2025 |
The rule
- Registrations ended
- Apr 23, 2025
- Registered next
- Mar 28, 2025
- Branch state
- MN
- Cities
- 2, most in Coon Rapids, Mn
- Registered there that day
- 5,762 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape