DFX Intelligence

RIA Intelligence

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Firm absorbed

8 advisors left K•••• I••••••••• G••••• L•• for C••••••• P•••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Anthony Thomas PriesterBrookfield, WiDec 23, 2024Dec 20, 2024
Aaron Matthew SpitznerBrookfield, WiDec 31, 2024Dec 20, 2024
Chaunston Carlemer WeisenselBrookfield, WiDec 31, 2024Dec 20, 2024
John James WhiteBrookfield, WiDec 31, 2024Dec 20, 2024
Joseph Michael StillBrookfield, WiDec 31, 2024Dec 20, 2024
Paul Leonard SchaeferBrookfield, WiDec 31, 2024Dec 26, 2024
Rebecca Jean GruverBrookfield, WiDec 31, 2024Oct 28, 2025
Thomas Robert KruegerBrookfield, WiDec 31, 2024Dec 20, 2024
The rule
Registrations ended
Dec 23, 2024 to Dec 31, 2024
Registered next
Dec 20, 2024 to Oct 28, 2025
Branch state
WI
Cities
1, most in Brookfield, Wi
Registered there that day
10 (people still on IAPD; an estimate)
Share of that headcount
80%
Succession by the destination
none on the tape
Other teams out of K•••• I••••••••• G••••• L••Other teams into C••••••• P•••••••