DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Firm absorbed
3 advisors left M••••••• P••• W••••• A•••••••• L•• for F••••••
no RAUMtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Austin Chandler Presley | Fort Wayne, In | Aug 20, 2026 | Apr 23, 2026 |
| Dalton Bradley Atchison | Fort Wayne, In | Aug 20, 2026 | Apr 22, 2026 |
| Jeffrey Keith Presley | Fort Wayne, In | Aug 20, 2026 | May 5, 2026 |
The rule
- Registrations ended
- Aug 20, 2026
- Registered next
- Apr 22, 2026 to May 5, 2026
- Branch state
- IN
- Cities
- 1, most in Fort Wayne, In
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape