DFX Intelligence
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Firm absorbed
3 advisors left L••••••• W••••• M••••••••• L•• for D••••• W•••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Suskevich | Billings, Mt | Jul 28, 2022 | Jun 30, 2022 |
| Donald Steven Loveless | Billings, Mt | Jul 28, 2022 | Jun 30, 2022 |
| Maribeth A. Rector | Billings, Mt | Jul 28, 2022 | Jun 30, 2022 |
The rule
- Registrations ended
- Jul 28, 2022
- Registered next
- Jun 30, 2022
- Branch state
- MT
- Cities
- 1, most in Billings, Mt
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape