DFX Intelligence

RIA Intelligence

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Firm absorbed

5 advisors left P••••• C••••••• L•• for W•••••• A•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Charles Thomas AdairChicago, IlDec 12, 2025Nov 14, 2025
Cooper Downs WhiteChicago, IlDec 12, 2025Nov 14, 2025
Jacob Michael BartonChicago, IlDec 12, 2025Nov 14, 2025
Katherine Beth ScottChicago, IlDec 12, 2025Nov 14, 2025
Mark John AloisioChicago, IlDec 12, 2025Nov 14, 2025
The rule
Registrations ended
Dec 12, 2025
Registered next
Nov 14, 2025
Branch state
IL
Cities
1, most in Chicago, Il
Registered there that day
6 (people still on IAPD; an estimate)
Share of that headcount
83%
Succession by the destination
none on the tape
Other teams out of P••••• C••••••• L••Other teams into W•••••• A•••••••• L••