DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Firm absorbed
3 advisors left M••••••• N•••• A••••••• for K••••• A••••••• S•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Haley Hoskin | Maple Grove, Mn | Aug 14, 2025 | May 5, 2025 |
| Jason Priebe | Maple Grove, Mn | Aug 14, 2025 | May 5, 2025 |
| Michael Challe | Maple Grove, Mn | Aug 14, 2025 | May 5, 2025 |
The rule
- Registrations ended
- Aug 14, 2025
- Registered next
- May 5, 2025
- Branch state
- MN
- Cities
- 1, most in Maple Grove, Mn
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 60%
- Succession by the destination
- none on the tape