DFX Intelligence

RIA Intelligence

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Firm absorbed

3 advisors left S••••••• I••••••••• M••••••••• L•• for A•••••• C•••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Alec Scott BerensTucson, AzJan 8, 2020Jan 13, 2020
David William KornbergTucson, AzJan 8, 2020Jan 13, 2020
James Andrew GoodTucson, AzJan 8, 2020Jan 13, 2020
The rule
Registrations ended
Jan 8, 2020
Registered next
Jan 13, 2020
Branch state
AZ
Cities
1, most in Tucson, Az
Registered there that day
5 (people still on IAPD; an estimate)
Share of that headcount
60%
Succession by the destination
none on the tape
Other teams out of S••••••• I••••••••• M••••••••• L••Other teams into A•••••• C•••••• L••