DFX Intelligence

RIA Intelligence

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Firm absorbed

17 advisors left C••••• for A••• A••••••• P•••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Adam Kenley CamachoHotchkiss, CoMar 26, 2025Dec 9, 2024
Andrew Parker CormackLittleton, CoMar 26, 2025Dec 8, 2024
Andrew Price RhoadsGrand Junction, CoMar 26, 2025May 13, 2026
Austin Robert MyersLittleton, CoMar 26, 2025Dec 8, 2024
Benton Ramsey EllisLittleton, CoMar 26, 2025Dec 8, 2024
Brandon Young Ho LorenzLittleton, CoMar 26, 2025Dec 8, 2024
Byron James DyckLittleton, CoMar 26, 2025Dec 8, 2024
Daniel Stephen GraeveLittleton, CoMar 26, 2025Dec 8, 2024
Daniella FriendLittleton, CoMar 26, 2025Dec 8, 2024
Dylan Bruce WheelerLittleton, CoMar 26, 2025Jan 1, 2025
Gerald A ClasLittleton, CoMar 26, 2025Dec 8, 2024
John Alex MaurerLittleton, CoMar 26, 2025Dec 9, 2024
John Alexander Scott, IIILittleton, CoMar 26, 2025Jan 1, 2025
Mark Thomas NeelyLittleton, CoMar 26, 2025Dec 9, 2024
Matthew Wayne SharkeyLittleton, CoMar 26, 2025Dec 8, 2024
Nicholas George DanielLittleton, CoMar 26, 2025Dec 8, 2024
Ryan Thomas WallsLakewood, CoMar 26, 2025Dec 8, 2024
Tyler Joseph GraeveLittleton, CoMar 26, 2025Dec 8, 2024
William Edgar AllenLittleton, CoMar 26, 2025Dec 8, 2024
The rule
Registrations ended
Mar 26, 2025
Registered next
Dec 8, 2024 to May 13, 2026
Branch state
CO
Cities
4, most in Littleton, Co
Registered there that day
20 (people still on IAPD; an estimate)
Share of that headcount
85%
Succession by the destination
a succession within a year (Jun 25, 2024), not necessarily this firm
Other teams out of C•••••Other teams into A••• A••••••• P•••••••