DFX Intelligence
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Team lift-out
5 advisors left T••••••• I••••••••• M••••••••• I••• for T••••••• A•••••• N••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Keith Ryan Berg | North Oaks, Mn | Jun 17, 2020 | Jun 3, 2020 |
| Luke Kemmett Schneider | North Oaks, Mn | Jun 17, 2020 | May 28, 2020 |
| Melissa Webb | North Oaks, Mn | Jun 17, 2020 | Jul 6, 2020 |
| Nicholas Taylor | Minneapolis, Mn | Jun 17, 2020 | May 21, 2020 |
| Patricia Ann Keehr | North Oaks, Mn | Jun 17, 2020 | Jul 2, 2020 |
The rule
- Registrations ended
- Jun 17, 2020
- Registered next
- May 21, 2020 to Jul 6, 2020
- Branch state
- MN
- Cities
- 2, most in North Oaks, Mn
- Registered there that day
- 1,820 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape