DFX Intelligence
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Firm absorbed
14 advisors left Q••••••••• A••••••••• L•• for C•••••••
independent RIAtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christian Bentley Ray | Minnetonka, Mn | Jun 12, 2023 | Apr 21, 2023 |
| Daniel Darrin Westin | Minnetonka, Mn | Jun 12, 2023 | Apr 28, 2023 |
| Jacob James Herd | Minnetonka, Mn | Jun 12, 2023 | Apr 26, 2023 |
| James Russell Ferrin | Minnetonka, Mn | Jun 12, 2023 | Apr 26, 2023 |
| John William Wing | Minnetonka, Mn | Jun 12, 2023 | Apr 26, 2023 |
| Josiah Benjamin Larson | Minnetonka, Mn | Jun 12, 2023 | Apr 21, 2023 |
| Katherine Kostecki Johnson | Minnetonka, Mn | Jun 12, 2023 | Apr 21, 2023 |
| Kevin Eric Lawson | Minnetonka, Mn | Jun 12, 2023 | Apr 21, 2023 |
| Kyle Paul Olson | Minnetonka, Mn | Jun 12, 2023 | Apr 27, 2023 |
| Michael David Wulff | Minnetonka, Mn | Jun 12, 2023 | Apr 21, 2023 |
| Patrick Jerome Rosvold | Minnetonka, Mn | Jun 12, 2023 | Apr 21, 2023 |
| Tad Aaron Kastman | Minnetonka, Mn | Jun 12, 2023 | Apr 25, 2023 |
| Theodore Jack Ecker | Minnetonka, Mn | Jun 12, 2023 | Apr 21, 2023 |
| Tyler Jace Bernard | Minnetonka, Mn | Jun 12, 2023 | Apr 21, 2023 |
The rule
- Registrations ended
- Jun 12, 2023
- Registered next
- Apr 21, 2023 to Apr 28, 2023
- Branch state
- MN
- Cities
- 1, most in Minnetonka, Mn
- Registered there that day
- 14 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape