DFX Intelligence
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Firm absorbed
4 advisors left B••••• W••••• A•••••••• L•• for H•••••• I••••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Chris Charles Morgan | Mchenry, Il | Dec 31, 2023 | Dec 1, 2023 |
| Joshua M Pratt | Mchenry, Il | Dec 31, 2023 | Dec 1, 2023 |
| Mark Alan Wolter | Mchenry, Il | Dec 31, 2023 | Dec 1, 2023 |
| Rachel Lynn Hook | Mchenry, Il | Dec 31, 2023 | Dec 1, 2023 |
The rule
- Registrations ended
- Dec 31, 2023
- Registered next
- Dec 1, 2023
- Branch state
- IL
- Cities
- 1, most in Mchenry, Il
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape