DFX Intelligence
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Firm absorbed
3 advisors left C••••••••• W••••• M••••••••• L•• for W•••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Joseph Brunner | Zionsville, In | Dec 16, 2024 | Oct 1, 2024 |
| Eric Francis Geary | Zionsville, In | Dec 16, 2024 | Oct 1, 2024 |
| Patrick James Hoehne | Zionsville, In | Dec 16, 2024 | Oct 1, 2024 |
The rule
- Registrations ended
- Dec 16, 2024
- Registered next
- Oct 1, 2024
- Branch state
- IN
- Cities
- 1, most in Zionsville, In
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape