DFX Intelligence
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Firm absorbed
3 advisors left K••• F•••••••• M••••••••• L•• for S••••• W••••• M•••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Lauren Leigh Zuniga | Fullerton, Ca | Oct 4, 2024 | Oct 2, 2024 |
| Melissa Lynn Clarke | Fullerton, Ca | Oct 4, 2024 | Oct 1, 2024 |
| Wyatt Alexander Kiedrowski | Fullerton, Ca | Oct 4, 2024 | Oct 1, 2024 |
The rule
- Registrations ended
- Oct 4, 2024
- Registered next
- Oct 1, 2024 to Oct 2, 2024
- Branch state
- CA
- Cities
- 1, most in Fullerton, Ca
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 75%
- Succession by the destination
- none on the tape