DFX Intelligence
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Firm absorbed
7 advisors left I••••••••• W••••• M••••••••• I••• for C•••••• W••••• S•••••••• L••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christian Brad Risenmay | Palm Desert, Ca | Dec 31, 2017 | Jul 18, 2017 |
| Clark Steven Penney | Palm Desert, Ca | Dec 31, 2017 | Jul 19, 2017 |
| David Reeder Thatcher | Palm Desert, Ca | Dec 31, 2017 | Jul 17, 2017 |
| Marc Edelman Koven | Palm Desert, Ca | Dec 31, 2017 | Jul 19, 2017 |
| Mark William Thatcher | Palm Desert, Ca | Dec 31, 2017 | Jul 18, 2017 |
| Shattuck Franklin Lamm | Palm Desert, Ca | Dec 31, 2017 | Jul 18, 2017 |
| Stephen Ross Biesinger | Palm Desert, Ca | Dec 31, 2017 | Jul 19, 2017 |
The rule
- Registrations ended
- Dec 31, 2017
- Registered next
- Jul 17, 2017 to Jul 19, 2017
- Branch state
- CA
- Cities
- 1, most in Palm Desert, Ca
- Registered there that day
- 9 (people still on IAPD; an estimate)
- Share of that headcount
- 78%
- Succession by the destination
- none on the tape