DFX Intelligence
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Firm absorbed
3 advisors left F•• A•••• M••• for N••••••••• W••••• P•••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Dalton Lehnen | Bloomington, Mn | Sep 26, 2021 | Oct 10, 2023 |
| Lucas Jon Peterson | Bloomington, Mn | Sep 26, 2021 | Oct 10, 2023 |
| Todd Anthony Mathison | Bloomington, Mn | Sep 26, 2021 | Jan 3, 2022 |
The rule
- Registrations ended
- Sep 26, 2021
- Registered next
- Jan 3, 2022 to Oct 10, 2023
- 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