DFX Intelligence

RIA Intelligence

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Firm absorbed

14 advisors left P••••••• A••••••• for A••••••• A••••• L••

independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Elizabeth Kathleen SkoglundHolland, MiSep 15, 2020Nov 10, 2025
Gregory Carl MayesHolland, MiSep 15, 2020Sep 9, 2020
Jaime Nicole CowperHolland, MiSep 15, 2020Sep 3, 2020
James Wesley PolingHolland, MiSep 15, 2020Sep 15, 2020
Kevin Michael BucherHolland, MiSep 15, 2020Sep 4, 2020
Kyle Timothy ObrienHolland, MiSep 15, 2020Jan 1, 2025
Linda Marie RobertsHolland, MiSep 15, 2020Sep 15, 2020
Michael Harrison BakerHolland, MiSep 15, 2020Sep 4, 2020
Nathan NicholsHolland, MiSep 15, 2020Sep 8, 2020
Peter A SamenukHolland, MiSep 15, 2020Sep 10, 2020
Ramona Henderson PearsonHolland, MiSep 15, 2020Apr 30, 2024
Robert KortHolland, MiSep 15, 2020Sep 3, 2020
Ronald Arthur MyersHolland, MiSep 15, 2020Sep 8, 2020
Ross Evan MarynellHolland, MiSep 15, 2020Sep 8, 2020
The rule
Registrations ended
Sep 15, 2020
Registered next
Sep 3, 2020 to Nov 10, 2025
Branch state
MI
Cities
1, most in Holland, Mi
Registered there that day
17 (people still on IAPD; an estimate)
Share of that headcount
82%
Succession by the destination
none on the tape
Other teams out of P••••••• A•••••••Other teams into A••••••• A••••• L••