DFX Intelligence

RIA Intelligence

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Firm absorbed

5 advisors left S•••• M••••• F•••••••• S•••••••• L•• for B•••• T•••• W••••• M••••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
David LevinIrvine, CaDec 22, 2020Nov 2, 2020
John Thomas HarringtonIrvine, CaDec 22, 2020Nov 3, 2020
Michael Anthony DellisantIrvine, CaDec 22, 2020Nov 2, 2020
Michael T JanisLos Angeles, CaDec 22, 2020Nov 3, 2020
Scott Craig BurackIrvine, CaDec 22, 2020Nov 5, 2020
The rule
Registrations ended
Dec 22, 2020
Registered next
Nov 2, 2020 to Nov 5, 2020
Branch state
CA
Cities
1, most in Irvine, Ca
Registered there that day
7 (people still on IAPD; an estimate)
Share of that headcount
71%
Succession by the destination
none on the tape
Other teams out of S•••• M••••• F•••••••• S•••••••• L••Other teams into B•••• T•••• W••••• M••••••••• L••