DFX Intelligence
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Team lift-out
3 advisors left O•••• W•••••• I••• for F•••••••• D••••••••• G••••• I•••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jack W Wingerd | New Brighton, Mn | May 5, 2025 | Feb 25, 2020 |
| Brian T Bovee | Maple Grove, Mn | May 6, 2025 | Dec 9, 2013 |
| Mitchell Paul Pierson | Little Canada, Mn | May 9, 2025 | Mar 13, 2019 |
The rule
- Registrations ended
- May 5, 2025 to May 9, 2025
- Registered next
- Dec 9, 2013 to Feb 25, 2020
- Branch state
- MN
- Cities
- 3, most in New Brighton, Mn
- Registered there that day
- 7,841 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape