DFX Intelligence
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Firm absorbed
5 advisors left L•• F•••••••• G•••• H•••••• I••• for C••••• P••••••• P•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Charlotte Keiko Teruya-Westcott | Honolulu, Hi | May 29, 2024 | May 28, 2024 |
| Jandi Akiko Iha | Honolulu, Hi | May 29, 2024 | Jun 3, 2024 |
| Kathy Lynn Lum | Honolulu, Hi | May 29, 2024 | May 28, 2024 |
| Sarah Kleinschmidt | Honolulu, Hi | May 29, 2024 | May 28, 2024 |
| Stephanie Ann Fumie Kuwaye | Honolulu, Hi | May 29, 2024 | May 28, 2024 |
The rule
- Registrations ended
- May 29, 2024
- Registered next
- May 28, 2024 to Jun 3, 2024
- Branch state
- HI
- Cities
- 1, most in Honolulu, Hi
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape