DFX Intelligence

RIA Intelligence

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Firm absorbed

5 advisors left C•••••• P•••• F•••••••• G••••• L••• for T•••• C•••••• W••••• M••••••••• I••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Brendan Michael KrahlGlenview, IlJan 8, 2024Dec 21, 2023
Casey W MossGlenview, IlJan 8, 2024Dec 18, 2023
David William ChadwickGlenview, IlJan 8, 2024Dec 20, 2023
John J LongGlenview, IlJan 8, 2024Dec 21, 2023
Martin John FogartyGlenview, IlJan 8, 2024Apr 2, 2024
The rule
Registrations ended
Jan 8, 2024
Registered next
Dec 18, 2023 to Apr 2, 2024
Branch state
IL
Cities
1, most in Glenview, Il
Registered there that day
10 (people still on IAPD; an estimate)
Share of that headcount
50%
Succession by the destination
none on the tape
Other teams out of C•••••• P•••• F•••••••• G••••• L•••Other teams into T•••• C•••••• W••••• M••••••••• I••