DFX Intelligence
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Firm absorbed
4 advisors left B•• C•••••• M••••••••• I•• for W••••• E••••••••• A••••••• S•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Stratton | Oakland, Ca | Dec 6, 2022 | Nov 16, 2022 |
| Jonathan William Butler | Oakland, Ca | Dec 6, 2022 | Nov 16, 2022 |
| Mark Patrick Fredenburg | Oakland, Ca | Dec 6, 2022 | Nov 16, 2022 |
| Theodore Stanley Jablonski | Oakland, Ca | Dec 6, 2022 | Nov 16, 2022 |
The rule
- Registrations ended
- Dec 6, 2022
- Registered next
- Nov 16, 2022
- Branch state
- CA
- Cities
- 1, most in Oakland, 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