DFX Intelligence

RIA Intelligence

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Firm absorbed

15 advisors left L•••••• W••••• M••••••••• L•• for L•••••• W••••• M••••••••• L••

othertoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Adam John McnultyOakland, CaOct 10, 2018May 18, 2018
Balamir TrunecSan Clemente, CaOct 10, 2018May 17, 2018
Charles Nicholas MooreOakland, CaOct 10, 2018May 17, 2018
Daniel Dean RossRoseville, CaOct 10, 2018May 17, 2018
David Lawrence HedgerRoseville, CaOct 10, 2018May 18, 2018
Jennifer L KilbyOakland, CaOct 10, 2018May 18, 2018
Karl Erik HansenOakland, CaOct 10, 2018May 17, 2018
Kelvin J KwanRoseville, CaOct 10, 2018May 17, 2018
Kenneth William HensonSan Francisco, CaOct 10, 2018Nov 20, 2024
Matthew Del JuncoOakland, CaOct 10, 2018May 17, 2018
Michael Terrence HullenOakland, CaOct 10, 2018May 17, 2018
Paul Otto GelorminiLos Altos, CaOct 10, 2018May 17, 2018
Ron L GuidiOakland, CaOct 10, 2018May 17, 2018
Stanislav GodskyOakland, CaOct 10, 2018May 17, 2018
Timothy Daniel GallagherOakland, CaOct 10, 2018May 17, 2018
The rule
Registrations ended
Oct 10, 2018
Registered next
May 17, 2018 to Nov 20, 2024
Branch state
CA
Cities
5, most in Oakland, Ca
Registered there that day
16 (people still on IAPD; an estimate)
Share of that headcount
94%
Succession by the destination
none on the tape
Other teams out of L•••••• W••••• M••••••••• L••Other teams into L•••••• W••••• M••••••••• L••