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
8 advisors left W••••••••• W••••• S••••••••• L•• for T•• W••••••••• G•• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew James Cornell | Indianapolis, In | Dec 31, 2024 | Nov 15, 2024 |
| Anthony J Bonanno | Indianapolis, In | Dec 31, 2024 | Oct 30, 2024 |
| Maxwell T Moritz | Indianapolis, In | Dec 31, 2024 | Oct 17, 2024 |
| Michael Chandler Shively | Indianapolis, In | Dec 31, 2024 | Oct 22, 2024 |
| Nathaniel John Miller | Indianapolis, In | Dec 31, 2024 | Oct 30, 2024 |
| Nicholas Bela Prokai | Indianapolis, In | Dec 31, 2024 | Oct 17, 2024 |
| Patrick Hagan Dykstra | Indianapolis, In | Dec 31, 2024 | Oct 22, 2024 |
| Thomas L Cates | Indianapolis, In | Dec 31, 2024 | Oct 22, 2024 |
The rule
- Registrations ended
- Dec 31, 2024
- Registered next
- Oct 17, 2024 to Nov 15, 2024
- Branch state
- IN
- Cities
- 1, most in Indianapolis, In
- Registered there that day
- 13 (people still on IAPD; an estimate)
- Share of that headcount
- 62%
- Succession by the destination
- none on the tape