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.

Firm absorbed

15 advisors left M••••••• F••••• W••••• for C•••••• A•••• M••••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Anne Catherine NovakMinnetonka, MnJun 2, 2022Jun 1, 2022
Brent Michael MeyerMinnetonka, MnJun 2, 2022Jun 1, 2022
Camille VukodinovichMinnetonka, MnJun 2, 2022Jun 1, 2022
Daniel Steven KambeitzMinnetonka, MnJun 2, 2022Jun 1, 2022
David John LegusMinnetonka, MnJun 2, 2022Jun 7, 2022
Gregory Joseph LaughlinMinnetonka, MnJun 2, 2022Jun 1, 2022
James Michael RobbinsMinnetonka, MnJun 2, 2022Jun 1, 2022
James Paul SiorisMinnetonka, MnJun 2, 2022Jun 1, 2022
Jon Kenneth CrowMinnetonka, MnJun 2, 2022Jun 9, 2022
Patrick Ryan ReganMinnetonka, MnJun 2, 2022Jun 1, 2022
Patrick Spencer SieringMinnetonka, MnJun 2, 2022Jun 1, 2022
Phillip Jeffrey StrohmMinnetonka, MnJun 2, 2022Jun 1, 2022
Renay Helen HendersonMinnetonka, MnJun 2, 2022Jun 1, 2022
Ryan Mark SiewertMinnetonka, MnJun 2, 2022Jun 1, 2022
Thomas Charles PellMinnetonka, MnJun 2, 2022Jun 1, 2022
The rule
Registrations ended
Jun 2, 2022
Registered next
Jun 1, 2022 to Jun 9, 2022
Branch state
MN
Cities
1, most in Minnetonka, Mn
Registered there that day
17 (people still on IAPD; an estimate)
Share of that headcount
88%
Succession by the destination
none on the tape
Other teams out of M••••••• F••••• W•••••Other teams into C•••••• A•••• M••••••••• L••