DFX 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
3 advisors left P••••• R•••• W••••• A•••••••• L•• for L•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jenny Marie Dudrey | Louisville, Co | Feb 6, 2025 | Dec 12, 2024 |
| Tyler Richard Olsen | Louisville, Co | Feb 6, 2025 | Dec 12, 2024 |
| Warren Patrick Baker | Louisville, Co | Feb 6, 2025 | Dec 12, 2024 |
The rule
- Registrations ended
- Feb 6, 2025
- Registered next
- Dec 12, 2024
- Branch state
- CO
- Cities
- 1, most in Louisville, Co
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape