DFX Intelligence
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Firm absorbed
9 advisors left L••••••• W••••• M••••••••• G•••• for B••••• P••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bjorn Thomas Nesvold | Lake Elmo, Mn | Nov 14, 2024 | Jan 1, 2025 |
| Catherine Elizabeth Jenson | Lake Elmo, Mn | Nov 14, 2024 | Dec 3, 2024 |
| Chad David Broberg | Lake Elmo, Mn | Nov 14, 2024 | Oct 24, 2024 |
| Jack Robert Mcnamara | Lake Elmo, Mn | Nov 14, 2024 | Oct 24, 2024 |
| James Patrick Geissler | Lake Elmo, Mn | Nov 14, 2024 | Nov 24, 2025 |
| Jennifer Lee Beyl-Lee | Lake Elmo, Mn | Nov 14, 2024 | Oct 30, 2024 |
| John Thomas Levi | Lake Elmo, Mn | Nov 14, 2024 | Dec 6, 2024 |
| Leah Nicole Brooks | Lake Elmo, Mn | Nov 14, 2024 | Oct 24, 2024 |
| Ryan Anthony Trabant | Lake Elmo, Mn | Nov 14, 2024 | Oct 23, 2024 |
| Tamara Ruth Mark | Lake Elmo, Mn | Nov 14, 2024 | Oct 25, 2024 |
The rule
- Registrations ended
- Nov 14, 2024
- Registered next
- Oct 23, 2024 to Nov 24, 2025
- Branch state
- MN
- Cities
- 1, most in Lake Elmo, Mn
- Registered there that day
- 13 (people still on IAPD; an estimate)
- Share of that headcount
- 69%
- Succession by the destination
- none on the tape