DFX Intelligence
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Firm absorbed
3 advisors left P•••••• I••••••••• A•••••••• L•• for D••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Kerr Pollock | Ann Arbor, Mi | Feb 26, 2026 | Feb 2, 2026 |
| Nicklaus Michael Areddy | Ann Arbor, Mi | Feb 26, 2026 | Feb 2, 2026 |
| Robert Newton Pollock | Ann Arbor, Mi | Feb 26, 2026 | Feb 2, 2026 |
The rule
- Registrations ended
- Feb 26, 2026
- Registered next
- Feb 2, 2026
- Branch state
- MI
- Cities
- 1, most in Ann Arbor, 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