DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left R•• C•••••• M••••••• L•• for R••••• W• B•••• • C•• I•••••••••

national BDtomixed wealthAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Darla Jean KashianSt Paul, MnJun 24, 2026Jun 18, 2026
Michael Lee KarelsEdina, MnJun 24, 2026Jun 18, 2026
Ann Marie HoenSt Paul, MnJul 2, 2026Jun 18, 2026
Tanner Setten PetroskeCarver, MnJul 2, 2026Jun 18, 2026
The rule
Registrations ended
Jun 24, 2026 to Jul 2, 2026
Registered next
Jun 18, 2026
Branch state
MN
Cities
3, most in St Paul, Mn
Registered there that day
3,778 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of R•• C•••••• M••••••• L••Other teams into R••••• W• B•••• • C•• I•••••••••