DFX Intelligence

RIA Intelligence

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Firm absorbed

16 advisors left M••••••••• I••••••••• S••••••• L•• for M••••••••• I••••••••• M••••••••• L••

independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Adam John HerakovichChicago, IlJun 16, 2025May 30, 2025
Bradley Michael CohenChicago, IlJun 16, 2025May 30, 2025
Christopher Edward FitzgeraldChicago, IlJun 16, 2025Jun 16, 2023
Edward Joseph ReynoldsChicago, IlJun 16, 2025May 30, 2025
Jeff RichertChicago, IlJun 16, 2025May 30, 2025
Madeline Elizabeth RappChicago, IlJun 16, 2025May 30, 2025
Maria Demitra BlanasChicago, IlJun 16, 2025May 29, 2025
Maxwell Bauer BromleyChicago, IlJun 16, 2025Jan 2, 2025
Michael Edward GroverChicago, IlJun 16, 2025Aug 8, 2025
Rebecca Lynn BennettChicago, IlJun 16, 2025May 29, 2025
Robert David MizaurChicago, IlJun 16, 2025May 30, 2025
Robert Emmet MccabeChicago, IlJun 16, 2025May 30, 2025
Ryan Michael WalkerChicago, IlJun 16, 2025May 30, 2025
Sara Elizabeth BuffingtonChicago, IlJun 16, 2025Jan 7, 2025
Sara Frances Kasun-FretzChicago, IlJun 16, 2025May 30, 2025
Timothy John BottomlyChicago, IlJun 16, 2025May 30, 2025
The rule
Registrations ended
Jun 16, 2025
Registered next
Jun 16, 2023 to Aug 8, 2025
Branch state
IL
Cities
1, most in Chicago, Il
Registered there that day
23 (people still on IAPD; an estimate)
Share of that headcount
70%
Succession by the destination
none on the tape
Other teams out of M••••••••• I••••••••• S••••••• L••Other teams into M••••••••• I••••••••• M••••••••• L••