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 U•••••••• W••••• P••••••• for C••••••••• W•••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Blaine R. Thompson | Seattle, Wa | May 12, 2025 | Mar 11, 2025 |
| Craig James Hanson | Seattle, Wa | May 12, 2025 | Mar 11, 2025 |
| Mary Katherine Pieper | Seattle, Wa | May 12, 2025 | Mar 11, 2025 |
The rule
- Registrations ended
- May 12, 2025
- Registered next
- Mar 11, 2025
- Branch state
- WA
- Cities
- 1, most in Seattle, 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