DFX Intelligence
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Firm absorbed
8 advisors left B••••••••• M••• M••••• for E• W••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bruce Richard Mohr | Boise, Id | Jun 27, 2025 | Jun 11, 2025 |
| Carey Hale Mcneal | Boise, Id | Jun 27, 2025 | Jun 11, 2025 |
| Daniel Douglas Potter | Boise, Id | Jun 27, 2025 | Jun 11, 2025 |
| Joseph Alfred Eiguren | Boise, Id | Jun 27, 2025 | Jun 11, 2025 |
| Nhung Ngoc Hong Dang | Boise, Id | Jun 27, 2025 | Jun 11, 2025 |
| Ryan Lawrence Malone | Boise, Id | Jun 27, 2025 | Jun 11, 2025 |
| Stephen Michael Kovach | Boise, Id | Jun 27, 2025 | Jun 11, 2025 |
| Tyler Stanton Lang | Boise, Id | Jun 27, 2025 | Jun 11, 2025 |
The rule
- Registrations ended
- Jun 27, 2025
- Registered next
- Jun 11, 2025
- Branch state
- ID
- Cities
- 1, most in Boise, Id
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape