DFX Intelligence
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Team lift-out
2 advisors left O•••• W•••••• I••• for V•• D•••• C••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| William David Bertran | Rochester, Mn | Nov 26, 2025 | Nov 25, 2025 |
| Seth Bradley Fulton | Rochester, Mn | Nov 27, 2025 | Nov 25, 2025 |
The rule
- Registrations ended
- Nov 26, 2025 to Nov 27, 2025
- Registered next
- Nov 25, 2025
- Branch state
- MN
- Cities
- 1, most in Rochester, Mn
- Registered there that day
- 7,881 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape