DFX Intelligence
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Firm absorbed
10 advisors left E••••••• T•••• C•••••• for C••••• I••••••••• A••••••• L••
mixed wealthtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Benjamin E Gooding | Goshen, In | Sep 30, 2019 | Feb 20, 2025 |
| Christopher James Kaufman | Goshen, In | Sep 30, 2019 | Feb 20, 2025 |
| Dennis Allen Lefevre | Goshen, In | Sep 30, 2019 | Feb 20, 2025 |
| Eric Scott Groff | Goshen, In | Sep 30, 2019 | Feb 20, 2025 |
| Glen Emerson Kauffman | Goshen, In | Sep 30, 2019 | Feb 20, 2025 |
| Kenteth James Blossom | Goshen, In | Sep 30, 2019 | Feb 20, 2025 |
| Kevin James Nice | Goshen, In | Sep 30, 2019 | Feb 20, 2025 |
| Russell Michael Burton | Goshen, In | Sep 30, 2019 | Feb 20, 2025 |
| Shane Michael Landis | Goshen, In | Sep 30, 2019 | Feb 20, 2025 |
| Steven Eric Schroll | Goshen, In | Sep 30, 2019 | Feb 20, 2025 |
The rule
- Registrations ended
- Sep 30, 2019
- Registered next
- Feb 20, 2025
- Branch state
- IN
- Cities
- 1, most in Goshen, In
- Registered there that day
- 15 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape