DFX Intelligence
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Firm absorbed
3 advisors left A•• W••••• M••••••••• for M•••• F•••••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gregory Todd Mahalick | Whitefish Bay, Wi | Jul 31, 2025 | Jun 24, 2025 |
| James Thomas Breen | Whitefish Bay, Wi | Jul 31, 2025 | Jun 30, 2025 |
| Jerome Arthur Mahalick | Whitefish Bay, Wi | Jul 31, 2025 | Jun 24, 2025 |
The rule
- Registrations ended
- Jul 31, 2025
- Registered next
- Jun 24, 2025 to Jun 30, 2025
- Branch state
- WI
- Cities
- 1, most in Whitefish Bay, Wi
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape