DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left A••••••••• B•••••• F•••••••• S••••••• I•• for V••••••• R••• L••

othertoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Brian Andrew JohnsonBellevue, WaFeb 22, 2018Sep 5, 2017
Douglas Bradley CusterBellevue, WaFeb 22, 2018Sep 5, 2017
Mark Dean JaegerBellevue, WaFeb 22, 2018Mar 29, 2017
Mary Ann Middleton FerreiraBellevue, WaFeb 22, 2018Sep 5, 2017
The rule
Registrations ended
Feb 22, 2018
Registered next
Mar 29, 2017 to Sep 5, 2017
Branch state
WA
Cities
1, most in Bellevue, Wa
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 A••••••••• B•••••• F•••••••• S••••••• I••Other teams into V••••••• R••• L••