DFX Intelligence
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Firm absorbed
11 advisors left F••••••• L•• for G•••••••• F•••••••• A•••••••• L••
independent RIAtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher Wayne Geary | Burnsville, Mn | May 19, 2023 | Jul 10, 2023 |
| Daniel Eugene Rivers | Burnsville, Mn | May 19, 2023 | Jul 14, 2023 |
| Erica R Lucke | Burnsville, Mn | May 19, 2023 | Jul 11, 2023 |
| Jason Adam Orlosky | Burnsville, Mn | May 19, 2023 | Jul 11, 2023 |
| Jesus Lopez-Castaneda | Burnsville, Mn | May 19, 2023 | Jul 11, 2023 |
| Katherine Elizabeth Glidden | Burnsville, Mn | May 19, 2023 | Jul 26, 2023 |
| Martin Edward Plecinoga | Burnsville, Mn | May 19, 2023 | Jul 26, 2023 |
| Michael James Labrie | Burnsville, Mn | May 19, 2023 | Jul 26, 2023 |
| Michael Joshua Vaccaro | Burnsville, Mn | May 19, 2023 | Sep 8, 2023 |
| Richard Paul Leblanc | Burnsville, Mn | May 19, 2023 | Aug 1, 2023 |
| Ryan Thomas Nee | Burnsville, Mn | May 19, 2023 | Jul 26, 2023 |
| Thomas Francis Nee | Burnsville, Mn | May 19, 2023 | Jul 26, 2023 |
| Wendy Tamie Martinez | Burnsville, Mn | May 19, 2023 | Aug 10, 2023 |
The rule
- Registrations ended
- May 19, 2023
- Registered next
- Jul 10, 2023 to Aug 10, 2023
- Branch state
- MN
- Cities
- 1, most in Burnsville, Mn
- Registered there that day
- 21 (people still on IAPD; an estimate)
- Share of that headcount
- 52%
- Succession by the destination
- none on the tape