DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left T••••••• A•••••• N••••••• L•• for I•••••••• F•••••••• P•••••••

BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew Gregory AbelMinneapolis, MnJun 17, 2026May 18, 2026
Carl Dalsgaard ChristiansenMinneapolis, MnJun 17, 2026May 27, 2026
Cole Allen VickreyMinneapolis, MnJun 17, 2026May 18, 2026
Jack Joseph AyotteMinneapolis, MnJun 17, 2026May 18, 2026
Joseph Thomas SchmittMinneapolis, MnJun 17, 2026May 18, 2026
Patrick James MorrisMinneapolis, MnJun 17, 2026May 18, 2026
Zachary Anders LarsonMinneapolis, MnJun 17, 2026May 20, 2026
The rule
Registrations ended
Jun 17, 2026
Registered next
May 18, 2026 to May 27, 2026
Branch state
MN
Cities
1, most in Minneapolis, Mn
Registered there that day
131 (people still on IAPD; an estimate)
Share of that headcount
5.3%
Succession by the destination
none on the tape
Other teams out of T••••••• A•••••• N••••••• L••Other teams into I•••••••• F•••••••• P•••••••