DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left M•••••• W••••• A••••••• for M••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Betsy E DowOverland Park, KsJul 3, 2018Jun 22, 2015
Debra J LightOverland Park, KsJul 3, 2018Sep 23, 2016
Matthew Douglas FisherOverland Park, KsJul 3, 2018Sep 23, 2016
Patrick Joseph HowleyOverland Park, KsJul 3, 2018Jun 22, 2015
The rule
Registrations ended
Jul 3, 2018
Registered next
Jun 22, 2015 to Sep 23, 2016
Branch state
KS
Cities
1, most in Overland Park, Ks
Registered there that day
8 (people still on IAPD; an estimate)
Share of that headcount
50%
Succession by the destination
none on the tape
Other teams out of M•••••• W••••• A•••••••Other teams into M••••••