DFX Intelligence
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Team lift-out
15 advisors left A••••••••• F•••••••• S•••••••• L•• for B••••••• W••••• P•••••••• L••
national BDtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Melissa Cates Granlund | Litchfield, Mn | Feb 3, 2023 | Feb 2, 2023 |
| Nancy A Sandin | Delano, Mn | Feb 3, 2023 | Feb 2, 2023 |
| Grant Robert Germscheid | Minnetonka, Mn | Feb 7, 2023 | Feb 2, 2023 |
| John M Max | Delano, Mn | Feb 7, 2023 | Feb 2, 2023 |
| Luke Gregory Debenedetto | Minnetonka, Mn | Feb 7, 2023 | Feb 2, 2023 |
| Stephanie R Sutton | Minnetonka, Mn | Feb 7, 2023 | Feb 2, 2023 |
| Crescent Amanda Hoffman | Minnetonka, Mn | Feb 8, 2023 | Jan 2, 2026 |
| Heather R Fears | Litchfield, Mn | Feb 8, 2023 | Feb 2, 2023 |
| Jason Warren Dreger | Delano, Mn | Feb 8, 2023 | Feb 2, 2023 |
| Joel Benjamin Mccann | Minnetonka, Mn | Feb 8, 2023 | Jan 1, 2026 |
| Mary Jo Kohman | Minnetonka, Mn | Feb 8, 2023 | Feb 2, 2023 |
| Scott Thomas Marquardt | Minnetonka, Mn | Feb 8, 2023 | Feb 2, 2023 |
| Aaron Anthony Seiffert | Litchfield, Mn | Feb 10, 2023 | Feb 2, 2023 |
| Mindy Elizabeth Reid | Minnetonka, Mn | Feb 13, 2023 | Feb 5, 2023 |
| Kevin Carter Max | Delano, Mn | Feb 14, 2023 | Feb 2, 2023 |
The rule
- Registrations ended
- Feb 3, 2023 to Feb 14, 2023
- Registered next
- Feb 2, 2023 to Jan 2, 2026
- Branch state
- MN
- Cities
- 3, most in Minnetonka, Mn
- Registered there that day
- 10,687 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape