DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left S•••••••• W••••• M••••••••• L•• for M•••• F•••••••• A•••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Ashley Dawn AndersonPocatello, IdMar 14, 2025Mar 14, 2025
Austin Webb SmelliePocatello, IdMar 14, 2025Mar 14, 2025
Lauren Michelle DaltonPocatello, IdMar 14, 2025Mar 14, 2025
Ty Thayne GentryPocatello, IdMar 14, 2025Mar 14, 2025
The rule
Registrations ended
Mar 14, 2025
Registered next
Mar 14, 2025
Branch state
ID
Cities
1, most in Pocatello, Id
Registered there that day
7 (people still on IAPD; an estimate)
Share of that headcount
57%
Succession by the destination
none on the tape
Other teams out of S•••••••• W••••• M••••••••• L••Other teams into M•••• F•••••••• A•••••••