DFX Intelligence
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Firm absorbed
3 advisors left P••• P••••••• A••••••• L•• for A••••• W•••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Nicholas Louis Levinson | Chicago, Il | Dec 1, 2025 | Sep 14, 2025 |
| Samantha Ngooi | Chicago, Il | Dec 1, 2025 | Sep 12, 2025 |
| Thomas Malcolm Levinson | Chicago, Il | Dec 1, 2025 | Sep 14, 2025 |
The rule
- Registrations ended
- Dec 1, 2025
- Registered next
- Sep 12, 2025 to Sep 14, 2025
- Branch state
- IL
- Cities
- 1, most in Chicago, 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