DFX Intelligence
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Team lift-out
2 advisors left B•••••••• L•• for M••• W•• W••••• M•••••••••
independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Dylan Matthew Kvaale | Sioux Falls, Sd | Mar 26, 2025 | Mar 28, 2025 |
| Travis James Kvaale | Sioux Falls, Sd | Mar 26, 2025 | Jan 1, 2026 |
The rule
- Registrations ended
- Mar 26, 2025
- Registered next
- Mar 28, 2025 to Jan 1, 2026
- Branch state
- SD
- Cities
- 1, most in Sioux Falls, Sd
- Registered there that day
- 21 (people still on IAPD; an estimate)
- Share of that headcount
- 9.5%
- Succession by the destination
- none on the tape