DFX Intelligence

RIA Intelligence

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Firm absorbed

6 advisors left J••••••• W••••• M••••••••• for C••••• P••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Brendan Michael WhiteDenver, CoOct 22, 2024Oct 1, 2024
Joseph John JaniczekDenver, CoOct 22, 2024Oct 1, 2024
Justina Kayci PearmanDenver, CoOct 22, 2024Oct 1, 2024
Kyle Wood KerstingDenver, CoOct 22, 2024Oct 1, 2024
Matthew James MoreheadDenver, CoOct 22, 2024Oct 1, 2024
Robert Brady SiegristDenver, CoOct 22, 2024Oct 1, 2024
The rule
Registrations ended
Oct 22, 2024
Registered next
Oct 1, 2024
Branch state
CO
Cities
1, most in Denver, Co
Registered there that day
6 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of J••••••• W••••• M•••••••••Other teams into C••••• P••••••• L••