DFX Intelligence
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Firm absorbed
8 advisors left P•••••• P••••••• for L•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alexander Ryan Mathews | Mequon, Wi | Jan 31, 2025 | Dec 3, 2024 |
| Brian Joseph Leadley | Mequon, Wi | Jan 31, 2025 | Dec 3, 2024 |
| Brooke Emily Napiwocki | Mequon, Wi | Jan 31, 2025 | Dec 3, 2024 |
| John Thomas Kennedy | Mequon, Wi | Jan 31, 2025 | Dec 2, 2024 |
| Matthew D'Attilio | Mequon, Wi | Jan 31, 2025 | Dec 3, 2024 |
| Nils Johan Dillon | Mequon, Wi | Jan 31, 2025 | Dec 3, 2024 |
| Patrick M Savage | Mequon, Wi | Jan 31, 2025 | Dec 3, 2024 |
| Todd Matthew Krieg | Mequon, Wi | Jan 31, 2025 | Dec 2, 2024 |
The rule
- Registrations ended
- Jan 31, 2025
- Registered next
- Dec 2, 2024 to Dec 3, 2024
- Branch state
- WI
- Cities
- 1, most in Mequon, Wi
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape