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

3 advisors left W••••••• F•••••••• S•••••••• I••• for L•• F•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Benjamin Alexander HadelOakdale, MnJan 19, 2024Jan 25, 2023
Diana M LeonOakdale, MnJan 19, 2024Jun 2, 2022
Edward Paul HadelOakdale, MnJan 19, 2024Jan 25, 2023
The rule
Registrations ended
Jan 19, 2024
Registered next
Jun 2, 2022 to Jan 25, 2023
Branch state
MN
Cities
1, most in Oakdale, Mn
Registered there that day
1,300 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of W••••••• F•••••••• S•••••••• I•••Other teams into L•• F•••••••• L••