DFX Intelligence
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Firm absorbed
5 advisors left I••• H•••• W••••• M••••••••• L•• for A••••• W•••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Lee Beyer | Johnston, Ia | Nov 12, 2025 | Jul 7, 2025 |
| Dennis Lee Markway | Johnston, Ia | Nov 12, 2025 | Jul 9, 2025 |
| Greg Joseph Hayes | Johnston, Ia | Nov 12, 2025 | Jul 7, 2025 |
| Mark Alan Broderick | Johnston, Ia | Nov 12, 2025 | Jul 7, 2025 |
| Penny Dyan Schmidt | Johnston, Ia | Nov 12, 2025 | Jul 8, 2025 |
The rule
- Registrations ended
- Nov 12, 2025
- Registered next
- Jul 7, 2025 to Jul 9, 2025
- Branch state
- IA
- Cities
- 1, most in Johnston, Ia
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape