DFX Intelligence

RIA Intelligence

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Team lift-out

6 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for R•••••• J•••• • A••••••••• I•••

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
David Anthony LetourneauDuluth, MnMay 20, 2021May 20, 2021
Bassem M Abou-ZeidStillwater, MnMay 27, 2021May 25, 2021
Joel Courtney MolineStillwater, MnMay 27, 2021May 25, 2021
Michele Lea WeissStillwater, MnMay 27, 2021May 26, 2021
Scott Alan MercerStillwater, MnMay 27, 2021May 25, 2021
John H SullivanStillwater, MnMay 28, 2021May 25, 2021
The rule
Registrations ended
May 20, 2021 to May 28, 2021
Registered next
May 20, 2021 to May 26, 2021
Branch state
MN
Cities
2, most in Stillwater, Mn
Registered there that day
22,352 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Other teams into R•••••• J•••• • A••••••••• I•••