DFX Intelligence

RIA Intelligence

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Firm absorbed

22 advisors left J•• W••••• M••••••••• L•• for J•• F••••• O•••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Ashlie Marie HelgelandDenver, CoJan 19, 2026Dec 23, 2025
Benjamin LloydDenver, CoJan 19, 2026Apr 17, 2025
Brandon HaneDenver, CoJan 19, 2026Jan 2, 2026
Bryant HicksDenver, CoJan 19, 2026Dec 19, 2022
Dana Claire McnultyDenver, CoJan 19, 2026Apr 21, 2025
Edward SimonDenver, CoJan 19, 2026Dec 13, 2024
Emily JohnsonDenver, CoJan 19, 2026Sep 11, 2025
Esteban Ignacio Missura DonosoDenver, CoJan 19, 2026Dec 22, 2025
Griffin HamrickDenver, CoJan 19, 2026Dec 4, 2025
James Blair CallahanDenver, CoJan 19, 2026Jan 13, 2023
Jessica K. MargetsonDenver, CoJan 19, 2026Aug 2, 2024
Krista RutzDenver, CoJan 19, 2026Oct 19, 2021
Laura Kay PetersonDenver, CoJan 19, 2026Dec 10, 2018
Mark Donathan MonsonDenver, CoJan 19, 2026Jan 26, 2023
Maxwell Harris BastienDenver, CoJan 19, 2026Jul 8, 2024
Nicholas James TaborDenver, CoJan 19, 2026Feb 22, 2023
Nicole Alysse CaizzoDenver, CoJan 19, 2026Nov 24, 2021
Rachel Comet MckiernanDenver, CoJan 19, 2026Jan 26, 2018
Samuel Owen RiceDenver, CoJan 19, 2026Jan 23, 2025
Sean Vincent JanniDenver, CoJan 19, 2026Jan 18, 2023
Thomas Lee BatchaDenver, CoJan 19, 2026Jul 27, 2022
Tiffani N PorterDenver, CoJan 19, 2026Jul 20, 2023
The rule
Registrations ended
Jan 19, 2026
Registered next
Jan 26, 2018 to Jan 2, 2026
Branch state
CO
Cities
1, most in Denver, Co
Registered there that day
36 (people still on IAPD; an estimate)
Share of that headcount
61%
Succession by the destination
none on the tape
Other teams out of J•• W••••• M••••••••• L••Other teams into J•• F••••• O•••••