DFX Intelligence
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Firm absorbed
4 advisors left E•••• R••••••••• G•••• for E•••• W••••• M••••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Matthew Theodore Daniels | Plover, Wi | Dec 31, 2025 | Feb 26, 2025 |
| Michael William Marcell | Plover, Wi | Dec 31, 2025 | Feb 26, 2025 |
| Patrick Lee Marcell | Plover, Wi | Dec 31, 2025 | Mar 4, 2025 |
| Victor Ray Kizewski | Plover, Wi | Dec 31, 2025 | Feb 26, 2025 |
The rule
- Registrations ended
- Dec 31, 2025
- Registered next
- Feb 26, 2025 to Mar 4, 2025
- Branch state
- WI
- Cities
- 2, most in Plover, Wi
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape