DFX Intelligence

RIA Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Team lift-out

4 advisors left N••••••••• M••••• I••••••••• S••••••••• for O••••••• B•• W••••• P•••••••

no RAUMtoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Brady Andrews ArnettMinneapolis, MnFeb 3, 2026Jan 29, 2026
Brian J EderMinneapolis, MnFeb 3, 2026Jan 29, 2026
Ian David StelterMinneapolis, MnFeb 4, 2026Jan 29, 2026
Sadie Joy BresnahanMinneapolis, MnFeb 10, 2026Jan 29, 2026
The rule
Registrations ended
Feb 3, 2026 to Feb 10, 2026
Registered next
Jan 29, 2026
Branch state
MN
Cities
1, most in Minneapolis, Mn
Registered there that day
2,044 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of N••••••••• M••••• I••••••••• S•••••••••Other teams into O••••••• B•• W••••• P•••••••