DFX Intelligence
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Team lift-out
3 advisors left A••••••••• W••••• P••••••• for P••••••••• • A• E••••••••• C••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Lee Thorkelson | Minnetonka, Mn | Aug 24, 2023 | Aug 30, 2023 |
| Michele L Martin | Minnetonka, Mn | Aug 24, 2023 | Aug 30, 2023 |
| Nathan James Ahlberg | Minnetonka, Mn | Aug 24, 2023 | Aug 30, 2023 |
The rule
- Registrations ended
- Aug 24, 2023
- Registered next
- Aug 30, 2023
- Branch state
- MN
- Cities
- 1, most in Minnetonka, Mn
- Registered there that day
- 89 (people still on IAPD; an estimate)
- Share of that headcount
- 3.4%
- Succession by the destination
- a succession within a year (Aug 4, 2023), not necessarily this firm