DFX Intelligence
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Firm absorbed
11 advisors left R•••••••• R•••••• C•••••• M••••••••• for E• W••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Benjamin Joseph Richter | Skokie, Il | Jul 22, 2025 | Sep 16, 2025 |
| Conner Grzenia | Skokie, Il | Jul 22, 2025 | Sep 16, 2025 |
| David Michael Rappaport | Riverwoods, Il | Jul 22, 2025 | Aug 5, 2025 |
| Elizabeth Xilas | Skokie, Il | Jul 22, 2025 | Aug 5, 2025 |
| Karen Leah Asbra | Skokie, Il | Jul 22, 2025 | Sep 16, 2025 |
| Kristyn Renee Gibson | Skokie, Il | Jul 22, 2025 | Sep 16, 2025 |
| Rhea Ravindran | Skokie, Il | Jul 22, 2025 | Aug 7, 2025 |
| Shari Lynn Reiches | Chicago, Il | Jul 22, 2025 | Aug 5, 2025 |
| Bradley Christian Hills | Skokie, Il | Jul 23, 2025 | Aug 11, 2026 |
| Stephen Marc Reiches | Skokie, Il | Jul 23, 2025 | Aug 4, 2025 |
| Teresa Velgara | Skokie, Il | Jul 23, 2025 | Aug 5, 2025 |
The rule
- Registrations ended
- Jul 22, 2025 to Jul 23, 2025
- Registered next
- Aug 4, 2025 to Aug 11, 2026
- Branch state
- IL
- Cities
- 3, most in Skokie, Il
- Registered there that day
- 11 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape