DFX Intelligence
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Team lift-out
3 advisors left W•••• F•••• A••••••• for K•••••••• W••••• M••••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John William Hanselman | Minneapolis, Mn | Sep 15, 2023 | Sep 8, 2023 |
| Parker Leslie Burshem | Wayzata, Mn | Sep 15, 2023 | Oct 3, 2023 |
| Sally Kathleen Oradei | Minneapolis, Mn | Sep 15, 2023 | Sep 8, 2023 |
The rule
- Registrations ended
- Sep 15, 2023
- Registered next
- Sep 8, 2023 to Oct 3, 2023
- Branch state
- MN
- Cities
- 2, most in Minneapolis, Mn
- Registered there that day
- 13,663 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape