DFX Intelligence
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Firm absorbed
3 advisors left T•• A••••••• G•••• for L•• F•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brent James Beverly | Diamond Bar, Ca | Dec 31, 2022 | Oct 3, 2022 |
| Christian Francis Li | Diamond Bar, Ca | Dec 31, 2022 | Oct 3, 2022 |
| Gregory Paul Schill | Diamond Bar, Ca | Dec 31, 2022 | Oct 3, 2022 |
The rule
- Registrations ended
- Dec 31, 2022
- Registered next
- Oct 3, 2022
- Branch state
- CA
- Cities
- 1, most in Diamond Bar, 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