DFX Intelligence
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Firm absorbed
3 advisors left A•••• W•••••• I••• for C••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Abigail Rexanne Funk | Jackson, Mi | Dec 16, 2024 | Jun 10, 2024 |
| Brent Thomas Oliver | Jackson, Mi | Dec 16, 2024 | Jun 10, 2024 |
| Daniel Avery Reese | Jackson, Mi | Dec 16, 2024 | Jun 10, 2024 |
The rule
- Registrations ended
- Dec 16, 2024
- Registered next
- Jun 10, 2024
- Branch state
- MI
- Cities
- 1, most in Jackson, Mi
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape