DFX Intelligence

RIA Intelligence

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Firm absorbed

3 advisors left F••• F•••••••• C••••••••• for M••••• G••••• A••••••• I•••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Evan F. BachmanBloomington, MnDec 21, 2022Sep 1, 2022
Jake Armando MezaBloomington, MnDec 21, 2022Jun 30, 2022
Johannes Carl FureBloomington, MnDec 21, 2022Sep 1, 2022
The rule
Registrations ended
Dec 21, 2022
Registered next
Jun 30, 2022 to Sep 1, 2022
Branch state
MN
Cities
1, most in Bloomington, Mn
Registered there that day
3 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of F••• F•••••••• C•••••••••Other teams into M••••• G••••• A••••••• I•••