DFX Intelligence
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Firm absorbed
12 advisors left S••••• W••••• S••••••••• for A••• A••••••• P•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam William Bippen | Chesterfield, Mo | Dec 26, 2025 | Aug 5, 2025 |
| Allison Mehlhorn Fuehne | Springfield, Mo | Dec 26, 2025 | Aug 7, 2025 |
| Brent Stephen Spicuzza | Chesterfield, Mo | Dec 26, 2025 | Aug 7, 2025 |
| Carlton Jerome Dick | Chesterfield, Mo | Dec 26, 2025 | Aug 7, 2025 |
| Deborah Kay Edwards | Chesterfield, Mo | Dec 26, 2025 | Aug 7, 2025 |
| Joseph Donald Curtis | Chesterfield, Mo | Dec 26, 2025 | Aug 8, 2025 |
| Kayla Renee Nieman | Chesterfield, Mo | Dec 26, 2025 | Aug 11, 2025 |
| Kurt Thomas Propst | Chesterfield, Mo | Dec 26, 2025 | Aug 7, 2025 |
| Michael Garrett Ott | Chesterfield, Mo | Dec 26, 2025 | Aug 7, 2025 |
| Peter James Donovan | Chesterfield, Mo | Dec 26, 2025 | Aug 11, 2025 |
| Seth William Roggenkamp | Chesterfield, Mo | Dec 26, 2025 | Aug 6, 2025 |
| Trisha Kay Koontz | Chesterfield, Mo | Dec 26, 2025 | Aug 6, 2025 |
The rule
- Registrations ended
- Dec 26, 2025
- Registered next
- Aug 5, 2025 to Aug 11, 2025
- Branch state
- MO
- Cities
- 2, most in Chesterfield, Mo
- Registered there that day
- 13 (people still on IAPD; an estimate)
- Share of that headcount
- 92%
- Succession by the destination
- none on the tape