DFX Intelligence
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Team lift-out
3 advisors left F••••••••• I••••••••• A••••••• L•• for A••••••••• W••••• P•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Taylor James Sundeen | Minnetonka, Mn | Mar 3, 2025 | Mar 4, 2025 |
| Jacqueline Ann Fursman | Minnetonka, Mn | Mar 6, 2025 | Mar 7, 2025 |
| Cory Steven Zafke | Minnetonka, Mn | Mar 10, 2025 | Feb 23, 2026 |
The rule
- Registrations ended
- Mar 3, 2025 to Mar 10, 2025
- Registered next
- Mar 4, 2025 to Feb 23, 2026
- Branch state
- MN
- Cities
- 1, most in Minnetonka, Mn
- Registered there that day
- 214 (people still on IAPD; an estimate)
- Share of that headcount
- 1.4%
- Succession by the destination
- none on the tape