DFX Intelligence
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Firm absorbed
4 advisors left E••••••• F•••••••• A••••••• for F•••• P••••••• W•••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Elizabeth Anne Reed | Carmel, In | Aug 19, 2026 | Jul 2, 2026 |
| Frank Joseph Esposito | Carmel, In | Aug 19, 2026 | Jul 2, 2026 |
| Kevin William Stillman | Carmel, In | Aug 19, 2026 | Jul 2, 2026 |
| Niki Fowler Woodworth | Carmel, In | Aug 19, 2026 | Jul 1, 2026 |
The rule
- Registrations ended
- Aug 19, 2026
- Registered next
- Jul 1, 2026 to Jul 2, 2026
- Branch state
- IN
- Cities
- 1, most in Carmel, In
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape