DFX Intelligence

RIA Intelligence

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Firm absorbed

11 advisors left S•••••••• I••••••••• A•••••••• L•• for A••• A••••••• P•••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Colin Coyle SteinbergBirmingham, MiJun 30, 2025Jun 18, 2025
Aaron John HodariBirmingham, MiJul 11, 2025Jun 18, 2025
Alexander Lloyd MartinBirmingham, MiJul 11, 2025Jun 18, 2025
Anthony Jacob ChisolmBirmingham, MiJul 11, 2025Jun 18, 2025
Bernard Steven KentBirmingham, MiJul 11, 2025Jun 18, 2025
Bradley Kevin FeldmanBirmingham, MiJul 11, 2025Jun 18, 2025
Brian John MackeyBirmingham, MiJul 11, 2025Jun 18, 2025
John Edward SteinBirmingham, MiJul 11, 2025Jun 18, 2025
Jordan Howard SmithBirmingham, MiJul 11, 2025Jun 18, 2025
Marc Rodney SchechterBirmingham, MiJul 11, 2025Jul 2, 2025
Prasad MohanBirmingham, MiJul 11, 2025Jun 18, 2025
The rule
Registrations ended
Jun 30, 2025 to Jul 11, 2025
Registered next
Jun 18, 2025 to Jul 2, 2025
Branch state
MI
Cities
1, most in Birmingham, Mi
Registered there that day
17 (people still on IAPD; an estimate)
Share of that headcount
65%
Succession by the destination
none on the tape
Other teams out of S•••••••• I••••••••• A•••••••• L••Other teams into A••• A••••••• P•••••••