DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left S••••••• F•••••••• S•••••••• I••• for R••••••••• F•••••••• C•••••••• E•••••••• L••

independent RIAtounclassifiedOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Aaron James MartinSt Paul, MnAug 10, 2023Apr 27, 2005
David Samuel ObedinSt Paul, MnAug 10, 2023Apr 27, 2005
John Thomas SiefertSt Paul, MnAug 10, 2023Apr 27, 2005
Richard Jerome ShasserreSt Paul, MnAug 10, 2023Apr 27, 2005
Steven Joseph GordonSt Paul, MnAug 10, 2023May 26, 1998
The rule
Registrations ended
Aug 10, 2023
Registered next
May 26, 1998 to Apr 27, 2005
Branch state
MN
Cities
1, most in St Paul, Mn
Registered there that day
886 (people still on IAPD; an estimate)
Share of that headcount
0.6%
Succession by the destination
none on the tape
Other teams out of S••••••• F•••••••• S•••••••• I•••Other teams into R••••••••• F•••••••• C•••••••• E•••••••• L••