DFX Intelligence

RIA Intelligence

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Firm absorbed

3 advisors left C••••••••• W••••• S••••••••• I••• for L•• F•••••••• L••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Kathryn Alyssa MulhausenKennewick, WaAug 29, 2024Sep 3, 2025
Matthew David WiserKennewick, WaAug 29, 2024Jun 14, 2024
Matthew Henry RiesenweberKennewick, WaAug 29, 2024Jun 14, 2024
The rule
Registrations ended
Aug 29, 2024
Registered next
Jun 14, 2024 to Sep 3, 2025
Branch state
WA
Cities
1, most in Kennewick, Wa
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 C••••••••• W••••• S••••••••• I•••Other teams into L•• F•••••••• L••