DFX Intelligence
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Firm absorbed
5 advisors left M••••••• P•••••••• M••••••••• I••• for C•••••••
independent RIAtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Milgram Klein | Overland Park, Ks | Mar 23, 2026 | Feb 11, 2026 |
| Mark Everett Eveans | Overland Park, Ks | Mar 23, 2026 | Feb 24, 2026 |
| Melissa Trujillo | Overland Park, Ks | Mar 23, 2026 | Feb 11, 2026 |
| Philip Martin Cole | Overland Park, Ks | Mar 23, 2026 | Feb 5, 2026 |
| Ryan Anthony Chiaverini | Overland Park, Ks | Mar 23, 2026 | Feb 9, 2026 |
The ruleHow a team is typedA team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, all registering next through the same other firm.The kind is a printed rule, not a judgment: absorbed when half or more of the firm’s registered people moved or a succession names it, channel change when the two CRDs are one enterprise (same name, same 75%+ owner around the move, or one name the other with a word added), large transfer at fifty or more, lift-out otherwise.
- Registrations ended
- Mar 23, 2026
- Registered next
- Feb 5, 2026 to Feb 24, 2026
- Branch state
- KS
- Cities
- 1, most in Overland Park, Ks
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape