DFX Intelligence

RIA Intelligence

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Firm absorbed

5 advisors left F•••• I••••••••• G••••• L•• for O•• C•••••• M••••••••• L••

mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Janet Marie BrownSan Francisco, CaMay 3, 2022May 2, 2022
Martin Richard DevaultSan Francisco, CaMay 3, 2022May 2, 2022
Rohan Ramesh NayakSan Francisco, CaMay 3, 2022May 2, 2022
Sean MckeonSan Francisco, CaMay 3, 2022May 2, 2022
Daniel Victor CozanoSan Francisco, CaMay 4, 2022May 2, 2022
The rule
Registrations ended
May 3, 2022 to May 4, 2022
Registered next
May 2, 2022
Branch state
CA
Cities
1, most in San Francisco, Ca
Registered there that day
5 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of F•••• I••••••••• G••••• L••Other teams into O•• C•••••• M••••••••• L••