DFX Intelligence

RIA Intelligence

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Firm absorbed

6 advisors left T•••••••• L•• for F••••• W••••• M••••••••• L•••

mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Alexander Clark PushmanClarkston, MiDec 13, 2023Sep 12, 2023
Bradley D VeyBrighton, MiDec 13, 2023Sep 15, 2023
Charles Edmund DillonBrighton, MiDec 13, 2023Sep 14, 2023
Jeremy Johnathon McmullenBrighton, MiDec 13, 2023Sep 12, 2023
Joseph Charles WilkinsonTraverse City, MiDec 13, 2023Sep 12, 2023
Kevin Scott BeazleyBrighton, MiDec 13, 2023Sep 12, 2023
Nicholas Gerard CalvanesoNorthville, MiDec 13, 2023Jan 7, 2024
The rule
Registrations ended
Dec 13, 2023
Registered next
Sep 12, 2023 to Jan 7, 2024
Branch state
MI
Cities
3, most in Brighton, Mi
Registered there that day
11 (people still on IAPD; an estimate)
Share of that headcount
55%
Succession by the destination
none on the tape
Other teams out of T•••••••• L••Other teams into F••••• W••••• M••••••••• L•••