DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left H••••••• A••••••••• I••• for A••••••••• L••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Linda Kaye KitchensSolana Beach, CaJan 4, 2016Jan 4, 2016
Mark PetrieSolana Beach, CaJan 4, 2016Jan 4, 2016
Matthew Ross AdamsSolana Beach, CaJan 4, 2016Jan 4, 2016
Myles D RushSolana Beach, CaJan 4, 2016Jan 4, 2016
The rule
Registrations ended
Jan 4, 2016
Registered next
Jan 4, 2016
Branch state
CA
Cities
1, most in Solana Beach, Ca
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 H••••••• A••••••••• I•••Other teams into A••••••••• L••