DFX Intelligence

RIA Intelligence

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Firm absorbed

5 advisors left N•• E•• F•••••••• A•••••••• I••• for W••••• E••••••••• A••••••• S•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Adam ElliottWayzata, MnMay 31, 2023May 1, 2023
Craig Christopher MeuerWayzata, MnMay 31, 2023May 17, 2023
Eugene Thomas LarkinWayzata, MnMay 31, 2023May 17, 2023
Grant F LindamanWayzata, MnMay 31, 2023May 4, 2023
Karen Elizabeth RoehrichWayzata, MnMay 31, 2023May 1, 2023
The rule
Registrations ended
May 31, 2023
Registered next
May 1, 2023 to May 17, 2023
Branch state
MN
Cities
1, most in Wayzata, Mn
Registered there that day
7 (people still on IAPD; an estimate)
Share of that headcount
71%
Succession by the destination
none on the tape
Other teams out of N•• E•• F•••••••• A•••••••• I•••Other teams into W••••• E••••••••• A••••••• S•••••••• L••