DFX Intelligence
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Firm absorbed
3 advisors left T••••••••• A•••• M••••••••• for T••••••••• W••••• M•••••••••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Antonio Bruno Trivelloni | Mount Clemens, Mi | Dec 31, 2025 | Jun 3, 2026 |
| Kathleen Valerie Elliott | Mount Clemens, Mi | Dec 31, 2025 | Mar 27, 2025 |
| Zachary J Smith | Mount Clemens, Mi | Dec 31, 2025 | Mar 4, 2025 |
The rule
- Registrations ended
- Dec 31, 2025
- Registered next
- Mar 4, 2025 to Jun 3, 2026
- Branch state
- MI
- Cities
- 1, most in Mount Clemens, 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