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
4 advisors left S••••••••• A•••• M••••••••• L•• for F••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrea L Batey | Springfield, Mo | Jan 7, 2025 | Jan 13, 2025 |
| Carolyn Massie Hoffman | Springfield, Mo | Jan 7, 2025 | Jan 13, 2025 |
| George Carpenter Timson | Springfield, Mo | Jan 13, 2025 | Dec 3, 2024 |
| Myles Caleb Jackson | Springfield, Mo | Jan 14, 2025 | Jan 14, 2025 |
The rule
- Registrations ended
- Jan 7, 2025 to Jan 14, 2025
- Registered next
- Dec 3, 2024 to Jan 14, 2025
- Branch state
- MO
- Cities
- 1, most in Springfield, Mo
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape