DFX Intelligence
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Firm absorbed
4 advisors left H•••••••• F•••••••• G•••• for E•••••• F•••••••• E••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Connor J Koviak | Eau Claire, Wi | Oct 29, 2025 | Sep 22, 2025 |
| Drew R Gibson | Eau Claire, Wi | Oct 29, 2025 | Sep 22, 2025 |
| Heather Sue Vavra | Eau Claire, Wi | Oct 29, 2025 | Sep 22, 2025 |
| Jordan Hasenberg | Eau Claire, Wi | Oct 29, 2025 | Sep 22, 2025 |
The rule
- Registrations ended
- Oct 29, 2025
- Registered next
- Sep 22, 2025
- Branch state
- WI
- Cities
- 1, most in Eau Claire, Wi
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape