DFX Intelligence
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Firm absorbed
4 advisors left S•••• F•••••••• P•••••••• L•• for C••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bryan James Sweet | Fairmont, Mn | Jan 2, 2025 | Oct 7, 2024 |
| Kaitlin Marie Bell | Fairmont, Mn | Jan 2, 2025 | Oct 7, 2024 |
| Oliver Zenk Kollofski | Fairmont, Mn | Jan 2, 2025 | Oct 7, 2024 |
| Ty Jason Totzke | Fairmont, Mn | Jan 2, 2025 | Oct 7, 2024 |
The rule
- Registrations ended
- Jan 2, 2025
- Registered next
- Oct 7, 2024
- Branch state
- MN
- Cities
- 1, most in Fairmont, Mn
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape