DFX Intelligence
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Firm absorbed
6 advisors left P••••• W••••• M••••••••• C•• for M•••• F•••••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian John Cleven | Madison, Wi | Jan 24, 2025 | Jan 24, 2025 |
| Cara Ruth Wolenec | Madison, Wi | Jan 24, 2025 | Jan 24, 2025 |
| Chester William Lee | Dodgeville, Wi | Jan 24, 2025 | Jan 24, 2025 |
| Crew Robert Risgaard | Madison, Wi | Jan 24, 2025 | Jan 24, 2025 |
| Patrick Ryan Sturm | Brookfield, Wi | Jan 24, 2025 | Jan 24, 2025 |
| William Jay Meland | Madison, Wi | Jan 24, 2025 | Jan 24, 2025 |
The rule
- Registrations ended
- Jan 24, 2025
- Registered next
- Jan 24, 2025
- Branch state
- WI
- Cities
- 3, most in Madison, Wi
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape