DFX Intelligence
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Firm absorbed
3 advisors left O•••••• I••••••••• A•••••••• L•• for V•••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Joseph Zielinski | Chicago, Il | Sep 30, 2025 | May 27, 2025 |
| Mark Wallace Johnson | Chicago, Il | Sep 30, 2025 | May 28, 2025 |
| Terry Michael Mccaffrey | Chicago, Il | Sep 30, 2025 | May 27, 2025 |
The rule
- Registrations ended
- Sep 30, 2025
- Registered next
- May 27, 2025 to May 28, 2025
- Branch state
- IL
- Cities
- 1, most in Chicago, Il
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 75%
- Succession by the destination
- none on the tape