DFX Intelligence

RIA 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

7 advisors left E••• F•••••••• A•••••••• L•• for C••••• P••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew J KrajewskiWheaton, IlMar 23, 2026Mar 5, 2026
Eric William JonesWheaton, IlMar 23, 2026Mar 5, 2026
James L AlexanderWheaton, IlMar 23, 2026Mar 5, 2026
Jeremy Robert SchletzWheaton, IlMar 23, 2026Mar 5, 2026
Nathan Edward MeekWheaton, IlMar 23, 2026Mar 5, 2026
Zachary Adam CravezWheaton, IlMar 23, 2026Mar 5, 2026
The rule
Registrations ended
Mar 23, 2026
Registered next
Mar 5, 2026
Branch state
IL
Cities
1, most in Wheaton, Il
Registered there that day
8 (people still on IAPD; an estimate)
Share of that headcount
88%
Succession by the destination
none on the tape
Other teams out of E••• F•••••••• A•••••••• L••Other teams into C••••• P••••••• L••