DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left P•••••• G•••••••• A••••••• G••••• L•• for G•••••••• F•••••••• G••••• L••

institutionaltoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Kristie Lee GuadianoTroy, MiFeb 5, 2021Sep 17, 2020
Robert John YarmakTroy, MiFeb 5, 2021Sep 17, 2020
Robert Russell ShampineTroy, MiFeb 5, 2021Sep 17, 2020
Todd Robinson MossTroy, MiFeb 5, 2021Jan 2, 2025
The rule
Registrations ended
Feb 5, 2021
Registered next
Sep 17, 2020 to Jan 2, 2025
Branch state
MI
Cities
1, most in Bloomfield Hills, Mi
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of P•••••• G•••••••• A••••••• G••••• L••Other teams into G•••••••• F•••••••• G••••• L••