DFX Intelligence
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Team lift-out
2 advisors left C•••••• C•••••• G••••• I••• for V•• C•••••• W••••• M••••••••• L••
mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Dilan David Simon | Edina, Mn | Aug 28, 2026 | Aug 26, 2026 |
| Kurt David Wedewer | Edina, Mn | Aug 28, 2026 | Aug 26, 2026 |
The rule
- Registrations ended
- Aug 28, 2026
- Registered next
- Aug 26, 2026
- Branch state
- MN
- Cities
- 1, most in Edina, Mn
- Registered there that day
- 9 (people still on IAPD; an estimate)
- Share of that headcount
- 22%
- Succession by the destination
- none on the tape