DFX 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
19 advisors left W••••••••• A••••••• for W••••••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Amanda Curry Fox | San Rafael, Ca | Sep 11, 2024 | Sep 3, 2024 |
| Briana Kelly Keydel | San Rafael, Ca | Sep 11, 2024 | Aug 29, 2024 |
| Charles Merryman Pyfer | San Rafael, Ca | Sep 11, 2024 | Aug 29, 2024 |
| John F Thiel | San Rafael, Ca | Sep 11, 2024 | Sep 3, 2024 |
| Julie Ann Back | San Rafael, Ca | Sep 11, 2024 | Aug 29, 2024 |
| Justin Karl Hult | San Rafael, Ca | Sep 11, 2024 | Jan 7, 2025 |
| Justin Nicolas Detray | San Rafael, Ca | Sep 11, 2024 | Aug 29, 2024 |
| Michael J Del Priore | San Rafael, Ca | Sep 11, 2024 | Aug 22, 2022 |
| Michael Zachary Mangels | San Rafael, Ca | Sep 11, 2024 | Sep 3, 2024 |
| Ryan Charles Moore | San Rafael, Ca | Sep 11, 2024 | Sep 3, 2024 |
| Sarah Elizabeth Harkness Wotherspoon | San Rafael, Ca | Sep 11, 2024 | Sep 3, 2024 |
| Sean Andrew Heyman | San Rafael, Ca | Sep 11, 2024 | Sep 3, 2024 |
| Sheila Mie Schroeder | San Rafael, Ca | Sep 11, 2024 | Aug 17, 2026 |
| Stephen Atwood Kepler | San Rafael, Ca | Sep 11, 2024 | Aug 29, 2024 |
| T. Steven Branton | San Rafael, Ca | Sep 11, 2024 | Sep 3, 2024 |
| Tierney E Henderson | San Rafael, Ca | Sep 11, 2024 | Sep 3, 2024 |
| Timothy L Talbott | San Rafael, Ca | Sep 11, 2024 | Sep 3, 2024 |
| William Harry Bockwoldt | San Rafael, Ca | Sep 11, 2024 | Sep 3, 2024 |
The rule
- Registrations ended
- Sep 11, 2024
- Registered next
- Aug 22, 2022 to Aug 17, 2026
- Branch state
- CA
- Cities
- 1, most in San Rafael, Ca
- Registered there that day
- 21 (people still on IAPD; an estimate)
- Share of that headcount
- 90%
- Succession by the destination
- none on the tape