DFX Intelligence

RIA Intelligence

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Firm absorbed

10 advisors left H•••• F•••••••• for S••••• W••••• M•••••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
David Joseph HuberLincolnshire, IlAug 2, 2020Mar 16, 2020
Douglas Ross MortonLincolnshire, IlAug 2, 2020Feb 20, 2020
Edward Hunter CruickshankLincolnshire, IlAug 2, 2020Mar 3, 2020
Jeremy Seth JosephLincolnshire, IlAug 2, 2020Mar 3, 2020
Kimberly SpenceLincolnshire, IlAug 2, 2020Feb 20, 2020
Maureen D WrightLincolnshire, IlAug 2, 2020Feb 20, 2020
Robert Earl MorrisonLincolnshire, IlAug 2, 2020Feb 20, 2020
Robert James WittLincolnshire, IlAug 2, 2020Feb 21, 2020
Stephen BergmanLincolnshire, IlAug 2, 2020Feb 25, 2020
William Vernon GunlicksLincolnshire, IlAug 2, 2020Feb 20, 2020
The rule
Registrations ended
Aug 2, 2020
Registered next
Feb 20, 2020 to Mar 16, 2020
Branch state
IL
Cities
1, most in Lincolnshire, Il
Registered there that day
10 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of H•••• F••••••••Other teams into S••••• W••••• M•••••••••