DFX Intelligence

RIA Intelligence

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Firm absorbed

19 advisors left V•••••• C•••••• M••••••••• L• for C••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Abigail PhillipsChicago, IlJun 17, 2026Jun 22, 2026
Andrew Jay SternbergChicago, IlJun 17, 2026Jun 17, 2026
Andrew Jeffrey Hitchcock SchulerChicago, IlJun 17, 2026Jun 23, 2026
Asha Tangri GoldsteinChicago, IlJun 17, 2026Jun 26, 2026
Benjamin BlumanChicago, IlJun 17, 2026Jun 23, 2026
Brandon Lyon IntraterChicago, IlJun 17, 2026Jun 29, 2026
Daniel Aaron JonesChicago, IlJun 17, 2026Jun 23, 2026
David William SnyderChicago, IlJun 17, 2026Jun 25, 2026
Frank Domenic PellicoriChicago, IlJun 17, 2026Jun 18, 2026
Greg Andrew GoldfederChicago, IlJun 17, 2026Jun 26, 2026
Griffin LauChicago, IlJun 17, 2026Jun 22, 2026
Ilya Michael ZlotnikChicago, IlJun 17, 2026Jun 25, 2026
Lilian LoChicago, IlJun 17, 2026Jun 23, 2026
Morgan Jewelene PruettChicago, IlJun 17, 2026Jun 16, 2026
Nikita PraharajChicago, IlJun 17, 2026Jun 29, 2026
Rachel Ann LeahyChicago, IlJun 17, 2026Jun 18, 2026
Randal Lawrence GoldenChicago, IlJun 17, 2026Aug 25, 2026
Ted Russell BreiterChicago, IlJun 17, 2026Jun 23, 2026
William David ProperChicago, IlJun 17, 2026Jul 2, 2026
Zackary Graham MeuserChicago, IlJun 17, 2026Jun 25, 2026
David Alan SternbergChicago, IlJun 18, 2026Jul 8, 2026
The rule
Registrations ended
Jun 17, 2026 to Jun 18, 2026
Registered next
Jun 16, 2026 to Aug 25, 2026
Branch state
IL
Cities
1, most in Chicago, Il
Registered there that day
23 (people still on IAPD; an estimate)
Share of that headcount
83%
Succession by the destination
none on the tape
Other teams out of V•••••• C•••••• M••••••••• L•Other teams into C••••••