DFX Intelligence
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Team lift-out
2 advisors left S••••••••• S••••••••• L•• for S••••••••• W•••••
asset managertootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jared Margolies | Minneapolis, Mn | Mar 27, 2024 | Apr 4, 2024 |
| Jared William Hillman | Minneapolis, Mn | Mar 27, 2024 | Apr 2, 2024 |
| Thomas John Rozman | Minneapolis, Mn | Mar 27, 2024 | Jan 19, 2022 |
The rule
- Registrations ended
- Mar 27, 2024
- Registered next
- Jan 19, 2022 to Apr 2, 2024
- Branch state
- MN
- Cities
- 1, most in Minneapolis, Mn
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape