DFX Intelligence

RIA Intelligence

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Firm absorbed

7 advisors left L••• R•• W••••• A•••••••• L•• for M••••• G••••• A••••••• I•••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher Edward MillerLake Placid, NyMar 30, 2026Jan 16, 2026
Galen Goodridge CraneLake Placid, NyMar 30, 2026Feb 6, 2026
Kaila Elise KelleherLake Placid, NyMar 30, 2026Jan 16, 2026
Kevin Michael BradyLake Placid, NyMar 30, 2026Jan 16, 2026
Lynn Marie MagnusLake Placid, NyMar 30, 2026Jan 15, 2026
Mikayla Jean PloofLake Placid, NyMar 30, 2026Aug 11, 2026
Tyler James FrankLake Placid, NyMar 30, 2026Aug 21, 2026
The rule
Registrations ended
Mar 30, 2026
Registered next
Jan 15, 2026 to Aug 21, 2026
Branch state
NY
Cities
1, most in Lake Placid, Ny
Registered there that day
7 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of L••• R•• W••••• A•••••••• L••Other teams into M••••• G••••• A••••••• I•••