DFX Intelligence

RIA 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

4 advisors left G••••••••• F•••••••• A•••••••• L•• for B••••••••• S•••••••• W•••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Eric Ellison SchaeferChesterfield, MoOct 30, 2020Oct 30, 2020
Maryann Irene VognildChesterfield, MoOct 30, 2020Oct 30, 2020
Matthew John RomineChesterfield, MoOct 30, 2020Oct 30, 2020
Rebecca Jordan WinklerChesterfield, MoOct 30, 2020Oct 30, 2020
The rule
Registrations ended
Oct 30, 2020
Registered next
Oct 30, 2020
Branch state
MO
Cities
1, most in Chesterfield, Mo
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of G••••••••• F•••••••• A•••••••• L••Other teams into B••••••••• S•••••••• W•••••• L••