DFX Intelligence
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Firm absorbed
3 advisors left P•••••• A•••• M••••••••• I•• for K••••• P•••••• W••••• S•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Dillon Hakes | San Diego, Ca | Jun 23, 2023 | May 31, 2023 |
| Guy Kosov | San Diego, Ca | Jun 23, 2023 | May 31, 2023 |
| Michael Ryan Love | San Diego, Ca | Jun 23, 2023 | May 31, 2023 |
The rule
- Registrations ended
- Jun 23, 2023
- Registered next
- May 31, 2023
- Branch state
- CA
- Cities
- 1, most in San Diego, Ca
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 60%
- Succession by the destination
- none on the tape