DFX Intelligence
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Firm absorbed
3 advisors left M•••• W••••• M••••••••• I••• for M••••• G••••• A••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jennifer Currin Gutridge | Portland, Or | Mar 29, 2021 | Mar 29, 2021 |
| Sarah Elise Berry | Portland, Or | Mar 29, 2021 | Mar 29, 2021 |
| Theresa May Bedard | Portland, Or | Mar 29, 2021 | Mar 29, 2021 |
The rule
- Registrations ended
- Mar 29, 2021
- Registered next
- Mar 29, 2021
- Branch state
- OR
- Cities
- 1, most in Portland, Or
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape