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Firm absorbed

3 advisors left H••••••• F•••••••• P•••••••• L•• for N••••••• A•••••••• L••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Julie Michelle DantIndianapolis, InMay 11, 2026May 6, 2026
Mark Robert HildebrandIndianapolis, InMay 11, 2026May 6, 2026
Mark Elliott IdzikIndianapolis, InMay 19, 2026Jun 2, 2026
The rule
Registrations ended
May 11, 2026 to May 19, 2026
Registered next
May 6, 2026 to Jun 2, 2026
Branch state
IN
Cities
1, most in Indianapolis, In
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
75%
Succession by the destination
none on the tape