DFX Intelligence

RIA Intelligence

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Firm absorbed

21 advisors left S•••••••• W••••• P••••••• for N••••••••• A•••• M••••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Adam Jonathan PriceDeerfield, IlMay 6, 2024May 3, 2024
Adam Rudolph ShemariaDeerfield, IlMay 6, 2024May 3, 2024
Andrew David CohnDeerfield, IlMay 6, 2024May 3, 2024
Andrew Terrence DenenbergDeerfield, IlMay 6, 2024May 3, 2024
Ashley Elizabeth SeubertDeerfield, IlMay 6, 2024May 3, 2024
Benjamin Jacob BremenDeerfield, IlMay 6, 2024May 3, 2024
Cory Grant RappaportDeerfield, IlMay 6, 2024May 3, 2024
David James CopelandDeerfield, IlMay 6, 2024May 3, 2024
Eric Robert O'BrienDeerfield, IlMay 6, 2024Aug 12, 2024
Joseph Kenneth ThompsonDeerfield, IlMay 6, 2024May 3, 2024
Kathleen Dougherty-KleinDeerfield, IlMay 6, 2024May 14, 2024
Kathryn DohertyDeerfield, IlMay 6, 2024Aug 9, 2024
Marcie P. NachDeerfield, IlMay 6, 2024May 3, 2024
Matthew Alexander CoxDeerfield, IlMay 6, 2024May 3, 2024
Merrick SingerDeerfield, IlMay 6, 2024May 3, 2024
Michael Morse GarrisonDeerfield, IlMay 6, 2024May 3, 2024
Michael S. KarminDeerfield, IlMay 6, 2024May 3, 2024
Michael TuberDeerfield, IlMay 6, 2024May 3, 2024
Neal Howard PriceDeerfield, IlMay 6, 2024May 3, 2024
Ruben Richard RivasDeerfield, IlMay 6, 2024May 3, 2024
Thomas Lyn BuhrmannDeerfield, IlMay 6, 2024May 3, 2024
Vishaal TummalaDeerfield, IlMay 6, 2024May 3, 2024
The rule
Registrations ended
May 6, 2024
Registered next
May 3, 2024 to Aug 12, 2024
Branch state
IL
Cities
1, most in Deerfield, Il
Registered there that day
22 (people still on IAPD; an estimate)
Share of that headcount
95%
Succession by the destination
none on the tape
Other teams out of S•••••••• W••••• P•••••••Other teams into N••••••••• A•••• M••••••••• L••