DFX Intelligence
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Firm absorbed
3 advisors left C••••• C•••••• M••••••••• for A••••••••• I••••••••• A•••••••
mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Douglas Joel Vaughn | Dewitt, Mi | Nov 26, 2024 | Oct 7, 2024 |
| Michael John Voorheis | Dewitt, Mi | Nov 26, 2024 | Jan 1, 2026 |
| Stephen Michael Erb | Dewitt, Mi | Nov 26, 2024 | Oct 21, 2024 |
The rule
- Registrations ended
- Nov 26, 2024
- Registered next
- Oct 7, 2024 to Jan 1, 2026
- Branch state
- MI
- Cities
- 1, most in Dewitt, Mi
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape