DFX Intelligence
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Firm absorbed
10 advisors left E••••••• C•••••• M••••••••• I•• for L•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew David Stewart | Ann Arbor, Mi | Sep 15, 2025 | Jul 21, 2025 |
| Benjamin Samoylov | Ann Arbor, Mi | Sep 15, 2025 | Jul 18, 2025 |
| Daniel Joseph Smith | Ann Arbor, Mi | Sep 15, 2025 | Jul 18, 2025 |
| Daniella Maria Amore | Ann Arbor, Mi | Sep 15, 2025 | Jul 21, 2025 |
| Joel Harding Van Buren | Ann Arbor, Mi | Sep 15, 2025 | Jul 18, 2025 |
| Joseph Stephen Crowley | Ann Arbor, Mi | Sep 15, 2025 | Jul 21, 2025 |
| Jotham Zachary Monsma | Ann Arbor, Mi | Sep 15, 2025 | Jul 21, 2025 |
| Kevin Daniel Mcveigh | Ann Arbor, Mi | Sep 15, 2025 | Jul 21, 2025 |
| Michael Robert Reid | Ann Arbor, Mi | Sep 15, 2025 | Jul 21, 2025 |
| Noah Scott Melquist | Ann Arbor, Mi | Sep 15, 2025 | Jul 21, 2025 |
The rule
- Registrations ended
- Sep 15, 2025
- Registered next
- Jul 18, 2025 to Jul 21, 2025
- Branch state
- MI
- Cities
- 1, most in Ann Arbor, Mi
- Registered there that day
- 10 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape