DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left T••••••• I••••••••• M••••••••• I••• for S•••••••• W••••• G••••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Benjamin Daniel OllilaLino Lakes, MnMay 2, 2025May 1, 2025
Benjamin John PrchalLino Lakes, MnMay 2, 2025May 1, 2025
Matthew John MerrickLino Lakes, MnMay 2, 2025May 1, 2025
Michael George TrudeauLino Lakes, MnMay 2, 2025May 1, 2025
The rule
Registrations ended
May 2, 2025
Registered next
May 1, 2025
Branch state
MN
Cities
1, most in Lino Lakes, Mn
Registered there that day
2,644 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of T••••••• I••••••••• M••••••••• I•••Other teams into S•••••••• W••••• G••••