DFX Intelligence

RIA Intelligence

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Firm absorbed

5 advisors left P•••• F•••••••• C••••••••• L•• for M••••• W••••• M••••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Melissa Mcmanigal HasslerBoise, IdNov 12, 2024Oct 18, 2024
Michael Nolan JillsonBoise, IdNov 12, 2024Oct 20, 2024
Richard Joseph PetsoBoise, IdNov 12, 2024Oct 20, 2024
Thomas Gilbert BrownBoise, IdNov 12, 2024Oct 18, 2024
Trevor Brown KlughBoise, IdNov 12, 2024Oct 18, 2024
The rule
Registrations ended
Nov 12, 2024
Registered next
Oct 18, 2024 to Oct 20, 2024
Branch state
ID
Cities
1, most in Boise, Id
Registered there that day
7 (people still on IAPD; an estimate)
Share of that headcount
71%
Succession by the destination
none on the tape
Other teams out of P•••• F•••••••• C••••••••• L••Other teams into M••••• W••••• M••••••••• L••