DFX Intelligence
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Team lift-out
2 advisors left K••••• A••••••• S•••••••• L•• for G•••••• M•••••• F•••••••• G••••• L••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jacob Michael Kogler | St Paul, Mn | May 1, 2023 | Jan 24, 2023 |
| James William Ronn | St Paul, Mn | May 1, 2023 | Jan 23, 2023 |
The rule
- Registrations ended
- May 1, 2023
- Registered next
- Jan 23, 2023 to Jan 24, 2023
- Branch state
- MN
- Cities
- 1, most in St Paul, Mn
- Registered there that day
- 1,133 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape