The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Firm absorbed

3 advisors left A••••• W••••• M••••••••• L•• for A••••••• W••••• M••••••••• L••

independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Ian Dennis PorzondekPlymouth, MiNov 20, 2025Oct 20, 2025
Michael James BytnarPlymouth, MiNov 20, 2025Oct 20, 2025
Theodore Gordon BytnarPlymouth, MiNov 20, 2025Oct 22, 2025
The rule
Registrations ended
Nov 20, 2025
Registered next
Oct 20, 2025 to Oct 22, 2025
Branch state
MI
Cities
1, most in Plymouth, Mi
Registered there that day
5 (people still on IAPD; an estimate)
Share of that headcount
60%
Succession by the destination
none on the tape