DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left M••••• W••••• P•••••••• L•• for S••••• F••••••••• L••

asset managertoBD affiliatedOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Dennis Patrick RyanArlington Heights, IlApr 24, 2025Sep 25, 2024
Kelley Jo BelmonteArlington Heights, IlApr 24, 2025Oct 1, 2024
Richard Steven BabjakArlington Heights, IlApr 24, 2025Oct 7, 2024
Todd Jay RollinsArlington Heights, IlApr 24, 2025Sep 25, 2024
The rule
Registrations ended
Apr 24, 2025
Registered next
Sep 25, 2024 to Oct 7, 2024
Branch state
IL
Cities
1, most in Arlington Heights, Il
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of M••••• W••••• P•••••••• L••Other teams into S••••• F••••••••• L••