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Firm absorbed

3 advisors left O•• W••••• for M••••• W••••• M••••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Brendan Thomas NuzzoOrland Park, IlSep 25, 2025Apr 25, 2025
Cristine Marie MarikOrland Park, IlSep 25, 2025Apr 25, 2025
Matthew James SchaapOrland Park, IlSep 25, 2025Apr 29, 2025
The rule
Registrations ended
Sep 25, 2025
Registered next
Apr 25, 2025 to Apr 29, 2025
Branch state
IL
Cities
1, most in Orland Park, Il
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
75%
Succession by the destination
none on the tape