DFX Intelligence
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Firm absorbed
4 advisors left C•• A•••••••• L•• for C•• A•••••••• L••
unclassifiedtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Chad Edward Chase | Manhattan, Ks | Jan 31, 2020 | Dec 2, 2019 |
| Michael Lawrence Greim | Manhattan, Ks | Jan 31, 2020 | Dec 19, 2018 |
| Nicola Lippert Cyr | Manhattan, Ks | Jan 31, 2020 | Sep 6, 2018 |
| Stuart Joseph Heckman | Manhattan, Ks | Jan 31, 2020 | Dec 13, 2019 |
The rule
- Registrations ended
- Jan 31, 2020
- Registered next
- Sep 6, 2018 to Dec 13, 2019
- Branch state
- KS
- Cities
- 1, most in Manhattan, Ks
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 80%
- Succession by the destination
- a succession within a year (Mar 8, 2019), not necessarily this firm