DFX Intelligence

RIA Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Firm absorbed

4 advisors left H• F•••••••• A••••••• I•• for T•• M••••• G••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Abigail Phillips HaslingLafayette, CaAug 9, 2022Aug 17, 2022
Karla Jean McavoyLafayette, CaAug 9, 2022Aug 19, 2022
Stephen Craig BiggsLafayette, CaAug 9, 2022Aug 19, 2022
Timothy Winfield HarveyLafayette, CaAug 9, 2022Aug 18, 2022
The rule
Registrations ended
Aug 9, 2022
Registered next
Aug 17, 2022 to Aug 19, 2022
Branch state
CA
Cities
1, most in Lafayette, Ca
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of H• F•••••••• A••••••• I••Other teams into T•• M••••• G••••• L••