DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left W•••• F•••• A••••••• for R•• C•••••• M••••••• L••

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Bruce Edward WellsArden Hills, MnFeb 9, 2023Feb 1, 2023
Jeremy Dean WytaskeMaplewood, MnFeb 9, 2023Feb 1, 2023
Joel Duane SpryMinneapolis, MnFeb 9, 2023Feb 1, 2023
Sarah Lynn JosephFridley, MnFeb 9, 2023Feb 1, 2023
The rule
Registrations ended
Feb 9, 2023
Registered next
Feb 1, 2023
Branch state
MN
Cities
4, most in Minneapolis, Mn
Registered there that day
13,830 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into R•• C•••••• M••••••• L••