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

7 advisors left H•• A•••••••• I•• for M••••• G••••• A••••••• I•••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Dean William YoungSpringfield, MoSep 26, 2022Jul 1, 2022
Ethan James WallaceSpringfield, MoSep 26, 2022Jun 15, 2022
Holly Marie GraySpringfield, MoSep 26, 2022May 23, 2022
John Brent SingletonSpringfield, MoSep 26, 2022Jun 22, 2022
Kaz WoodwardSpringfield, MoSep 26, 2022Jun 17, 2022
Michael Lee SharpSpringfield, MoSep 26, 2022May 24, 2022
Nicholas R McdowellSpringfield, MoSep 26, 2022Jul 21, 2022
The rule
Registrations ended
Sep 26, 2022
Registered next
May 23, 2022 to Jul 21, 2022
Branch state
MO
Cities
1, most in Springfield, Mo
Registered there that day
7 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of H•• A•••••••• I••Other teams into M••••• G••••• A••••••• I•••