DFX Intelligence

RIA Intelligence

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Firm absorbed

3 advisors left V•••••• W••••• M••••••••• L•• for L•••••••• A•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Peter Timothy UihleinIndianapolis, InDec 31, 2024May 13, 2024
Renee Elisabeth MarinezIndianapolis, InDec 31, 2024May 13, 2024
Ryan David KoopmansIndianapolis, InDec 31, 2024May 13, 2024
Travis Wells BuckIndianapolis, InDec 31, 2024May 13, 2024
The rule
Registrations ended
Dec 31, 2024
Registered next
May 13, 2024
Branch state
IN
Cities
1, most in Indianapolis, 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
Other teams out of V•••••• W••••• M••••••••• L••Other teams into L•••••••• A•••••••• L••