DFX Intelligence

RIA Intelligence

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Firm absorbed

16 advisors left B••••• F•••••••• G•••• for M••••• W••••• M••••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Bruce Taylor GodkeLenexa, KsDec 7, 2023Apr 26, 2023
Charles M. KasperLenexa, KsDec 7, 2023Apr 26, 2023
Christopher Joseph RettLenexa, KsDec 7, 2023May 4, 2023
Craig James SneddenLenexa, KsDec 7, 2023Apr 26, 2023
Hayden PudenzLenexa, KsDec 7, 2023Apr 26, 2023
Jeffrey Paul ErnestLenexa, KsDec 7, 2023Apr 26, 2023
Joshua Kirk DiekmannLenexa, KsDec 7, 2023May 12, 2023
Kade Lawrence MessnerLenexa, KsDec 7, 2023Aug 25, 2023
Kenneth Lawrence OsiwalaLenexa, KsDec 7, 2023Apr 27, 2023
Kyle Michael AkersLenexa, KsDec 7, 2023Apr 26, 2023
Michael Shane BarberLenexa, KsDec 7, 2023Apr 26, 2023
Peter E WargoLenexa, KsDec 7, 2023Aug 25, 2023
Risdan Depaul KasperLenexa, KsDec 7, 2023Apr 26, 2023
Rory Drew JonesLenexa, KsDec 7, 2023Apr 26, 2023
Wayne RobinsonLenexa, KsDec 7, 2023Apr 26, 2023
William Ray DotyLenexa, KsDec 7, 2023Apr 26, 2023
Frank Dean BarberLenexa, KsDec 19, 2023Apr 26, 2023
The rule
Registrations ended
Dec 7, 2023 to Dec 19, 2023
Registered next
Apr 26, 2023 to Aug 25, 2023
Branch state
KS
Cities
1, most in Lenexa, Ks
Registered there that day
18 (people still on IAPD; an estimate)
Share of that headcount
89%
Succession by the destination
none on the tape
Other teams out of B••••• F•••••••• G••••Other teams into M••••• W••••• M••••••••• L••