DFX Intelligence
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Firm absorbed
5 advisors left A•• S••• F•••••••• I•• for A•• S••• F••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Elliot Washburn Syverson | Minneapolis, Mn | Nov 10, 2022 | Nov 7, 2022 |
| Eric James Gardner | Minneapolis, Mn | Nov 10, 2022 | Nov 7, 2022 |
| Matthew Alan Berhow | Minneapolis, Mn | Nov 10, 2022 | Nov 7, 2022 |
| Robert John Klefsaas | Bloomington, Mn | Nov 10, 2022 | Nov 7, 2022 |
| Samuel David Sexton | Minneapolis, Mn | Nov 10, 2022 | Nov 7, 2022 |
The rule
- Registrations ended
- Nov 10, 2022
- Registered next
- Nov 7, 2022
- Branch state
- MN
- Cities
- 2, most in Minneapolis, Mn
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape