DFX Intelligence
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Team lift-out
2 advisors left P••• A••••• S••••••••• L•• for M•• I•••••••• S•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John E Jacobson | Minnetonka, Mn | Aug 5, 2025 | Aug 1, 2025 |
| Patrick J Holmay | Eagan, Mn | Aug 6, 2025 | Aug 1, 2025 |
The rule
- Registrations ended
- Aug 5, 2025 to Aug 6, 2025
- Registered next
- Aug 1, 2025
- Branch state
- MN
- Cities
- 2, most in Minnetonka, Mn
- Registered there that day
- 1,755 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape