DFX Intelligence

RIA Intelligence

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Firm absorbed

7 advisors left W••• F•••••••• A•••••••• I••• for M••••• W••••• M••••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Annrose Nmn IsaacCampbell, CaMar 28, 2025Apr 1, 2025
Caleb N BjerkCampbell, CaMar 28, 2025Mar 28, 2025
Eric Mcgill SolveCampbell, CaMar 28, 2025Apr 1, 2025
Jesse Orin LownsburyCampbell, CaMar 28, 2025Apr 1, 2025
Neelesh Ramanlal ChampaneriCampbell, CaMar 28, 2025Apr 1, 2025
Patrick Thomas GiddensCampbell, CaMar 28, 2025Apr 1, 2025
Rodney Dale WadeCampbell, CaMar 28, 2025Apr 1, 2025
The rule
Registrations ended
Mar 28, 2025
Registered next
Mar 28, 2025 to Apr 1, 2025
Branch state
CA
Cities
1, most in Campbell, Ca
Registered there that day
7 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of W••• F•••••••• A•••••••• I•••Other teams into M••••• W••••• M••••••••• L••