DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left C••••••••• W••••• M••••••••• L•• for B••••••••• S•••••••• W•••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Joshua Quinn CepedaPortland, OrDec 23, 2020Dec 23, 2020
Ryan Thomas BerningPortland, OrDec 23, 2020Dec 23, 2020
Travis Allen HarperPortland, OrDec 23, 2020Dec 23, 2020
Waiyee Carmen WongPortland, OrDec 23, 2020Dec 23, 2020
The rule
Registrations ended
Dec 23, 2020
Registered next
Dec 23, 2020
Branch state
OR
Cities
1, most in Portland, Or
Registered there that day
5 (people still on IAPD; an estimate)
Share of that headcount
80%
Succession by the destination
none on the tape
Other teams out of C••••••••• W••••• M••••••••• L••Other teams into B••••••••• S•••••••• W•••••• L••