DFX Intelligence
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Firm absorbed
4 advisors left C••••••• A••••••• G•••• L•• for O•••••••••
independent RIAtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gregory Jerald Mortenson | Edina, Mn | Feb 29, 2020 | Dec 17, 2019 |
| Patrice Marie Macgibbon | Edina, Mn | Feb 29, 2020 | Dec 19, 2019 |
| Samuel Thomas Schuette | Edina, Mn | Feb 29, 2020 | Dec 18, 2019 |
| Scott Michael Siverhus | Edina, Mn | Feb 29, 2020 | Dec 18, 2019 |
The rule
- Registrations ended
- Feb 29, 2020
- Registered next
- Dec 17, 2019 to Dec 19, 2019
- Branch state
- MN
- Cities
- 1, most in Edina, Mn
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 80%
- Succession by the destination
- none on the tape