DFX Intelligence

RIA Intelligence

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8 advisors left M•••••• W••••• A••••••• for M••••••

Firm absorbedjoined M••••••
No date on record · this record
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Amanda Jean SalemiOverland Park, KsDec 31, 2018Nov 15, 2016
Christopher Alan LukasOverland Park, KsDec 31, 2018Nov 15, 2016
Christopher Robert HousenOverland Park, KsDec 31, 2018Sep 29, 2016
George M. SteinerOverland Park, KsDec 31, 2018Nov 15, 2016
Nicholas Hewston RaffettoOverland Park, KsDec 31, 2018Nov 15, 2016
Patrick Robert HousenOverland Park, KsDec 31, 2018Nov 28, 2016
Paul Jude ConfortiOverland Park, KsDec 31, 2018Nov 9, 2016
Theodore J CardasisOverland Park, KsDec 31, 2018Jul 24, 2019
The rule
Registrations ended
Dec 31, 2018
Registered next
Sep 29, 2016 to Jul 24, 2019
Branch state
KS
Cities
1, most in Overland Park, Ks
Registered there that day
11 (people still on IAPD; an estimate)
Share of that headcount
73%
Succession by the destination
none on the tape
Other teams out of M•••••• W••••• A•••••••Other teams into M••••••