DFX Intelligence
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Firm absorbed
6 advisors left S•••••• C•••••• for H•••••••• A•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Huy Duc Lam | San Francisco, Ca | Mar 31, 2020 | Feb 11, 2020 |
| Jennifer May Weir | San Francisco, Ca | Mar 31, 2020 | Feb 20, 2020 |
| Jeremy Scott Wolf | San Francisco, Ca | Mar 31, 2020 | Feb 11, 2020 |
| Kenneth Alan Clift | San Francisco, Ca | Mar 31, 2020 | Feb 20, 2020 |
| Kristor John Lawson | San Francisco, Ca | Mar 31, 2020 | Feb 21, 2020 |
| Matthew Scott Eckman | San Francisco, Ca | Mar 31, 2020 | Feb 21, 2020 |
The rule
- Registrations ended
- Mar 31, 2020
- Registered next
- Feb 11, 2020 to Feb 21, 2020
- Branch state
- CA
- Cities
- 1, most in San Francisco, Ca
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape