DFX Intelligence
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Firm absorbed
7 advisors left C•••••• F•••••••• G••••• L•• for M•••••• F•••••••• P•••••••• L••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Amy Borkowski Baker | St Louis, Mo | Jul 1, 2025 | Mar 20, 2025 |
| Christopher Robert Michalak | St Louis, Mo | Jul 1, 2025 | Mar 20, 2025 |
| Jennie Kloster Helm | St Louis, Mo | Jul 1, 2025 | Mar 26, 2025 |
| Julie Elizabeth Bahr | St Louis, Mo | Jul 1, 2025 | Mar 20, 2025 |
| Kelly Ann Richert | St Louis, Mo | Jul 1, 2025 | Mar 20, 2025 |
| Laura Elizabeth Paulsell | St Louis, Mo | Jul 1, 2025 | Mar 20, 2025 |
| Sarah Jane Pinkley | St Louis, Mo | Jul 1, 2025 | Mar 20, 2025 |
The rule
- Registrations ended
- Jul 1, 2025
- Registered next
- Mar 20, 2025 to Mar 26, 2025
- Branch state
- MO
- Cities
- 1, most in St Louis, Mo
- Registered there that day
- 13 (people still on IAPD; an estimate)
- Share of that headcount
- 54%
- Succession by the destination
- none on the tape