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 H••••••• W•• A•••••••• L••••• for C••••••• P•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael Gardner Ollmann | Rockford, Il | Dec 3, 2021 | Dec 6, 2021 |
| Patrick Carl Mcknight | Rockford, Il | Dec 3, 2021 | Dec 6, 2021 |
| William Behling | Rockford, Il | Dec 3, 2021 | Dec 6, 2021 |
The rule
- Registrations ended
- Dec 3, 2021
- Registered next
- Dec 6, 2021
- Branch state
- IL
- Cities
- 1, most in Rockford, Il
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape