DFX Intelligence
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Firm absorbed
6 advisors left O••••• L••••• V••••••• I••••••••• G••••• I••• for P••••••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Evan Lagore | Livonia, Mi | Dec 8, 2025 | Dec 8, 2025 |
| Gerald Timothy St. Cin | Flint, Mi | Dec 8, 2025 | Dec 8, 2025 |
| Jacob Rothenberg | Flint, Mi | Dec 8, 2025 | Dec 11, 2025 |
| Jesse Michael Vanvalin | Flint, Mi | Dec 8, 2025 | Dec 8, 2025 |
| Spencer John Comps | Flint, Mi | Dec 8, 2025 | Dec 8, 2025 |
| Timothy Fiske Tenneriello | Flint, Mi | Dec 8, 2025 | Dec 8, 2025 |
| William Robert Jones | Flint, Mi | Dec 8, 2025 | Dec 10, 2025 |
The rule
- Registrations ended
- Dec 8, 2025
- Registered next
- Dec 8, 2025 to Dec 10, 2025
- Branch state
- MI
- Cities
- 4, most in Flint, Mi
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 75%
- Succession by the destination
- none on the tape