DFX Intelligence
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Firm absorbed
3 advisors left H••••••• • C•••• W••••• M••••••••• for E•••••• F•••••••• E••••••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jane Baker Lang | Danville, Ca | Oct 14, 2022 | Sep 26, 2022 |
| Jason Michael Cooke | Danville, Ca | Oct 14, 2022 | Sep 26, 2022 |
| Travis Christopher Mceuen | Danville, Ca | Oct 14, 2022 | Sep 26, 2022 |
The rule
- Registrations ended
- Oct 14, 2022
- Registered next
- Sep 26, 2022
- Branch state
- CA
- Cities
- 1, most in Danville, Ca
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape