DFX Intelligence
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Firm absorbed
3 advisors left C•••••• C•••••• M••••••••• L•• for S•••••• F•••••••• G••••• L•••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Camila Kundele Peterson | Northfield, Mn | Sep 10, 2025 | Mar 31, 2025 |
| David Alan Webb | Bloomington, Mn | Sep 10, 2025 | Mar 31, 2025 |
| Justin Daniel Stets | Northfield, Mn | Sep 10, 2025 | Mar 31, 2025 |
The rule
- Registrations ended
- Sep 10, 2025
- Registered next
- Mar 31, 2025
- Branch state
- MN
- Cities
- 2, most in Northfield, Mn
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 75%
- Succession by the destination
- none on the tape