DFX Intelligence

RIA Intelligence

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Firm absorbed

18 advisors left M•• A••••••••• for C•••••••

independent RIAtoinstitutionalOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Alisha Elizabeth RussoPhoenix, AzMar 29, 2021Feb 22, 2021
Bradley Scott LemonPhoenix, AzMar 29, 2021Dec 15, 2020
Carli Dawn PlunkettPhoenix, AzMar 29, 2021Apr 19, 2022
Christina Sellers BurroughsPhoenix, AzMar 29, 2021Dec 15, 2020
David Bronn WestraPhoenix, AzMar 29, 2021Feb 22, 2021
Englanttina DashiPhoenix, AzMar 29, 2021Feb 22, 2021
Eric Skyler EnsignPhoenix, AzMar 29, 2021Feb 22, 2021
Evan Daniel JudgePhoenix, AzMar 29, 2021Feb 22, 2021
Harold Michael HirtePhoenix, AzMar 29, 2021Dec 15, 2020
James Carl LamancusaPhoenix, AzMar 29, 2021Feb 22, 2021
Justin Thomas VandegriffPhoenix, AzMar 29, 2021Apr 13, 2021
Kyle James PitmanPhoenix, AzMar 29, 2021Feb 22, 2021
Mark David FeldmanPhoenix, AzMar 29, 2021Dec 15, 2020
Mary Ann Hennelly-FavataPhoenix, AzMar 29, 2021Jun 28, 2021
Nathan Francis EricksonPhoenix, AzMar 29, 2021Feb 22, 2021
Ryan Charles PennimanPhoenix, AzMar 29, 2021Feb 22, 2021
Trevor Darrell MoorePhoenix, AzMar 29, 2021Feb 22, 2021
William James FroelichPhoenix, AzMar 29, 2021Feb 22, 2021
The rule
Registrations ended
Mar 29, 2021
Registered next
Dec 15, 2020 to Apr 19, 2022
Branch state
AZ
Cities
1, most in Phoenix, Az
Registered there that day
20 (people still on IAPD; an estimate)
Share of that headcount
90%
Succession by the destination
none on the tape
Other teams out of M•• A•••••••••Other teams into C•••••••