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 |
|---|---|---|---|
| Catherine Elizabeth Jenson | Lake Elmo, Mn | Jul 15, 2020 | May 22, 2020 |
| Gary Arthur Tangwall | Lake Elmo, Mn | Jul 15, 2020 | May 21, 2020 |
| Leah Nicole Brooks | Minneapolis, Mn | Jul 15, 2020 | May 20, 2020 |
| Ryan Anthony Trabant | Minneapolis, Mn | Jul 15, 2020 | Jun 22, 2020 |
| Tina Swanson | Minneapolis, Mn | Jul 15, 2020 | May 20, 2020 |
The rule
- Registrations ended
- Jul 15, 2020
- Registered next
- May 20, 2020 to Jun 22, 2020
- Branch state
- MN
- Cities
- 2, most in Minneapolis, Mn
- Registered there that day
- 1,830 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape