DFX Intelligence
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Firm absorbed
8 advisors left V•••••• F•••••••• P••••••• L•••••• for H•••••••• P••••••• P•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Eugene Zalipski | Arlington Heights, Il | Jul 31, 2024 | Jun 4, 2024 |
| Johnathan Mitchell Kulikowski | Arlington Heights, Il | Jul 31, 2024 | Jun 3, 2024 |
| Jon William Flaherty | Arlington Heights, Il | Jul 31, 2024 | Jun 6, 2024 |
| Joseph Edward Fortunato | Arlington Heights, Il | Jul 31, 2024 | Jun 6, 2024 |
| Kimberly Rae Taylor | Arlington Heights, Il | Jul 31, 2024 | Jun 3, 2024 |
| Kyle Michael Rohrwasser | Arlington Heights, Il | Jul 31, 2024 | Jun 4, 2024 |
| Scott Michael Rosenquist | Arlington Heights, Il | Jul 31, 2024 | Jun 4, 2024 |
| Thomas Patrick Vislisel | Arlington Heights, Il | Jul 31, 2024 | Jun 3, 2024 |
The rule
- Registrations ended
- Jul 31, 2024
- Registered next
- Jun 3, 2024 to Jun 6, 2024
- Branch state
- IL
- Cities
- 1, most in Arlington Heights, Il
- Registered there that day
- 9 (people still on IAPD; an estimate)
- Share of that headcount
- 89%
- Succession by the destination
- none on the tape