DFX Intelligence
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Team lift-out
3 advisors left F•••• F•••••••• for S••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Grace Hennen | Minneapolis, Mn | Jun 16, 2025 | Jun 17, 2025 |
| Karissa Ann Mclaren | Minneapolis, Mn | Jun 16, 2025 | Jun 17, 2025 |
| Matthew Jon Finley | Minneapolis, Mn | Jun 16, 2025 | Jul 17, 2025 |
The rule
- Registrations ended
- Jun 16, 2025
- Registered next
- Jun 17, 2025 to Jul 17, 2025
- Branch state
- MN
- Cities
- 1, most in Minneapolis, Mn
- Registered there that day
- 118 (people still on IAPD; an estimate)
- Share of that headcount
- 2.5%
- Succession by the destination
- none on the tape