DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left N••• G••••••••• W••••• M••••••••• I••• for B••••• P••••• A•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
David Alan MassartMilwaukee, WiMar 7, 2022Jan 13, 2022
Jeffrey Todd RobbinsMilwaukee, WiMar 7, 2022Jan 12, 2022
Jeffrey William KralovecMilwaukee, WiMar 7, 2022Jan 20, 2022
Michael John WeilMilwaukee, WiMar 7, 2022Jan 20, 2022
The rule
Registrations ended
Mar 7, 2022
Registered next
Jan 12, 2022 to Jan 20, 2022
Branch state
WI
Cities
1, most in Milwaukee, Wi
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of N••• G••••••••• W••••• M••••••••• I•••Other teams into B••••• P••••• A•••••••• L••