DFX Intelligence
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Firm absorbed
3 advisors left B•••••• C•••••• C••••••••• for K••••••••• W••••• M•••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Erica Camille Berger | Newport Beach, Ca | Jul 23, 2020 | Jul 29, 2020 |
| Jeffrey Vieth | Newport Beach, Ca | Jul 23, 2020 | Jul 27, 2020 |
| Kurt Edward Beimfohr | Newport Beach, Ca | Jul 23, 2020 | Mar 25, 2022 |
The rule
- Registrations ended
- Jul 23, 2020
- Registered next
- Jul 27, 2020 to Mar 25, 2022
- Branch state
- CA
- Cities
- 1, most in Newport Beach, 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