DFX Intelligence

RIA Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Firm absorbed

5 advisors left W•• A•••• M••••••••• C••• for A•••• W••••• M••••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Jake Robert JanicekWhitefish Bay, WiDec 4, 2025Nov 13, 2025
Marilou DavidoWhitefish Bay, WiDec 4, 2025Nov 13, 2025
Nicholas EneaWhitefish Bay, WiDec 4, 2025Nov 13, 2025
Russell Joseph EneaWhitefish Bay, WiDec 4, 2025Nov 13, 2025
Ryan Jeffrey KomasWhitefish Bay, WiDec 4, 2025Nov 13, 2025
The rule
Registrations ended
Dec 4, 2025
Registered next
Nov 13, 2025
Branch state
WI
Cities
1, most in Whitefish Bay, Wi
Registered there that day
5 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of W•• A•••• M••••••••• C•••Other teams into A•••• W••••• M••••••••• L••