DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
5 advisors left G••••••• A•••••••• L•• for S••••• F••••••••• L••
Team lift-outjoined S••••• F••••••••• L••
No date on record · this record
No date on record · this record
independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jonathan Kirk Carroll | Arden Hills, Mn | Dec 31, 2022 | Mar 27, 2023 |
| Justin Carlos Lizama | Arden Hills, Mn | Dec 31, 2022 | Mar 24, 2023 |
| Lawrence Wayne Gray | Arden Hills, Mn | Dec 31, 2022 | Mar 27, 2023 |
| Nathan Hatch Billeter | Arden Hills, Mn | Dec 31, 2022 | Mar 24, 2023 |
| Randy Steven Farish | Arden Hills, Mn | Dec 31, 2022 | Mar 24, 2023 |
The rule
- Registrations ended
- Dec 31, 2022
- Registered next
- Mar 24, 2023 to Mar 27, 2023
- Branch state
- MN
- Cities
- 1, most in Arden Hills, Mn
- Registered there that day
- 119 (people still on IAPD; an estimate)
- Share of that headcount
- 4.2%
- Succession by the destination
- none on the tape