DFX Intelligence

RIA Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Firm absorbed

12 advisors left G••••••• B•••••• • B••••••• W••••• A•• R••••••••• P••• M•••• L•• for C•••••••

independent RIAtoinstitutionalOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Angie ButlerSacramento, CaMar 31, 2021Jan 1, 2025
Brian Patrick AbadSacramento, CaMar 31, 2021Jan 26, 2021
John Henry LockwoodSacramento, CaMar 31, 2021Oct 24, 2024
Kevin Alexander ChangSacramento, CaMar 31, 2021Jan 25, 2021
Kyle Douglas ClarkSacramento, CaMar 31, 2021Jan 1, 2025
Mark Gordon HuffmanSacramento, CaMar 31, 2021Jan 25, 2021
Michael Thomas GenoveseSacramento, CaMar 31, 2021Jan 25, 2021
Peter J AshbySacramento, CaMar 31, 2021Jan 25, 2021
Randy L ByardSacramento, CaMar 31, 2021Jan 25, 2021
Rodney Clark WaterburySacramento, CaMar 31, 2021Jan 25, 2021
Scott Carmack ThomasSacramento, CaMar 31, 2021Jan 25, 2021
William Bryce GabriSacramento, CaMar 31, 2021Jan 25, 2021
The rule
Registrations ended
Mar 31, 2021
Registered next
Jan 25, 2021 to Jan 1, 2025
Branch state
CA
Cities
1, most in Sacramento, Ca
Registered there that day
15 (people still on IAPD; an estimate)
Share of that headcount
80%
Succession by the destination
none on the tape
Other teams out of G••••••• B•••••• • B••••••• W••••• A•• R••••••••• P••• M•••• L••Other teams into C•••••••