DFX Intelligence
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Team lift-out
2 advisors left F•••• F•••••••• for R•••••• W••••• A•••••••• I•••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Peter J Thoresen | St Louis Park, Mn | Oct 3, 2023 | Oct 2, 2023 |
| Timothy Ronald Evon | St Louis Park, Mn | Oct 3, 2023 | Oct 2, 2023 |
The rule
- Registrations ended
- Oct 3, 2023
- Registered next
- Oct 2, 2023
- Branch state
- MN
- Cities
- 1, most in St Louis Park, Mn
- Registered there that day
- 115 (people still on IAPD; an estimate)
- Share of that headcount
- 1.7%
- Succession by the destination
- none on the tape