DFX Intelligence
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Firm absorbed
13 advisors left R••••• F•••••••• A••••••• for C••••••• P•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew Roy Ferrette | La Mesa, Ca | Jan 3, 2022 | Jan 3, 2022 |
| Bradley Keith Johnston | La Mesa, Ca | Jan 3, 2022 | Jan 4, 2022 |
| Christopher Drake | La Mesa, Ca | Jan 3, 2022 | Jan 5, 2022 |
| Dylan Jacob Dunlea | La Mesa, Ca | Jan 3, 2022 | Jan 4, 2022 |
| Gabriel Seth Adams | La Mesa, Ca | Jan 3, 2022 | Jan 4, 2022 |
| Gabrielle Nicole Reilly Watters | La Mesa, Ca | Jan 3, 2022 | Jan 4, 2022 |
| Hanna Grace Kennedy | La Mesa, Ca | Jan 3, 2022 | Jan 4, 2022 |
| Jason Watters | La Mesa, Ca | Jan 3, 2022 | Jan 4, 2022 |
| Jenifer Patricia Pratt | La Mesa, Ca | Jan 3, 2022 | Jan 5, 2022 |
| Joshua Eugene Land | La Mesa, Ca | Jan 3, 2022 | Jan 4, 2022 |
| Ryan Timothy Munroe | La Mesa, Ca | Jan 3, 2022 | Jan 4, 2022 |
| Scott Morris Martineau | La Mesa, Ca | Jan 3, 2022 | Apr 23, 2025 |
| Yasasri Umesha Weerasuriya | Newport Beach, Ca | Jan 3, 2022 | Jan 1, 2026 |
The rule
- Registrations ended
- Jan 3, 2022
- Registered next
- Jan 3, 2022 to Jan 1, 2026
- Branch state
- CA
- Cities
- 2, most in La Mesa, Ca
- Registered there that day
- 17 (people still on IAPD; an estimate)
- Share of that headcount
- 76%
- Succession by the destination
- none on the tape