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Firm absorbed

17 advisors left T•••••••• W•••••• L•• for N••••••••• A•••• M••••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Amy Michele ZamikovskyGreenwood Village, CoApr 3, 2025Apr 1, 2025
Brian Lee JanesGreenwood Village, CoApr 3, 2025Apr 1, 2025
Clarissa Rugaber HobsonGreenwood Village, CoApr 3, 2025Apr 1, 2025
Craig Evans CarnickGreenwood Village, CoApr 3, 2025Apr 1, 2025
David James KubikGreenwood Village, CoApr 3, 2025Apr 1, 2025
Dylan John BurkeGreenwood Village, CoApr 3, 2025Apr 1, 2025
Gordan Craig PostGreenwood Village, CoApr 3, 2025Apr 1, 2025
Jonathan Dawson AhaltDenver, CoApr 3, 2025Apr 1, 2025
Kenneth P TillmanGreenwood Village, CoApr 3, 2025Apr 1, 2025
Michael James MeadorDenver, CoApr 3, 2025Apr 1, 2025
Nathan James KubikGreenwood Village, CoApr 3, 2025Apr 1, 2025
Phillip WoodfordDenver, CoApr 3, 2025Apr 1, 2025
Robert Logan CampbellGreenwood Village, CoApr 3, 2025Apr 1, 2025
Sandra Loraine KnechtGreenwood Village, CoApr 3, 2025Apr 1, 2025
Thomas Jeffrey MaxfieldGreenwood Village, CoApr 3, 2025Apr 1, 2025
William David Van KeulenGreenwood Village, CoApr 3, 2025Apr 1, 2025
Yiwen ChenGreenwood Village, CoApr 3, 2025Apr 1, 2025
The rule
Registrations ended
Apr 3, 2025
Registered next
Apr 1, 2025
Branch state
CO
Cities
2, most in Greenwood Village, Co
Registered there that day
19 (people still on IAPD; an estimate)
Share of that headcount
89%
Succession by the destination
none on the tape