DFX Intelligence

RIA Intelligence

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Firm absorbed

5 advisors left F•••••••• W••••• M••••••••• L•• for P••• F•••••••• A•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Gerald William KingWheaton, IlJul 7, 2025Apr 17, 2025
Jennifer Allison TaylorWheaton, IlJul 7, 2025Apr 16, 2025
Kurt D. AndersonWheaton, IlJul 7, 2025Apr 17, 2025
Matthew J FrederickWheaton, IlJul 7, 2025Apr 14, 2025
Phillip Brian SmolinskiWheaton, IlJul 7, 2025Apr 14, 2025
The rule
Registrations ended
Jul 7, 2025
Registered next
Apr 14, 2025 to Apr 17, 2025
Branch state
IL
Cities
1, most in Wheaton, Il
Registered there that day
7 (people still on IAPD; an estimate)
Share of that headcount
71%
Succession by the destination
none on the tape
Other teams out of F•••••••• W••••• M••••••••• L••Other teams into P••• F•••••••• A•••••••• L••