DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left R•• A••••••• S•••••••• I••• for B••••••••• S•••••••• W•••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Daniel Jeffrey MayMorgan Hill, CaJul 1, 2020Jul 1, 2020
Daniel Thomas NewquistMorgan Hill, CaJul 1, 2020Jul 1, 2020
Matthew ReinhardtMorgan Hill, CaJul 1, 2020Jul 1, 2020
Tracy Lee NewquistMorgan Hill, CaJul 1, 2020Jul 1, 2020
The rule
Registrations ended
Jul 1, 2020
Registered next
Jul 1, 2020
Branch state
CA
Cities
1, most in Morgan Hill, Ca
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of R•• A••••••• S•••••••• I•••Other teams into B••••••••• S•••••••• W•••••• L••