DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Firm absorbed
3 advisors left D•••••••• I••••••••• A••••••• for W•••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Lee Piatkowski | Council Bluffs, Ia | Mar 20, 2025 | Jan 10, 2025 |
| Paul Michael Larkin | Council Bluffs, Ia | Mar 20, 2025 | Jan 10, 2025 |
| Ronny Eugene Dickinson | Council Bluffs, Ia | Mar 20, 2025 | Jan 10, 2025 |
The rule
- Registrations ended
- Mar 20, 2025
- Registered next
- Jan 10, 2025
- Branch state
- IA
- Cities
- 1, most in Council Bluffs, Ia
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape