DFX Intelligence

RIA Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Firm absorbed

4 advisors left S•••••••• C•••••• A•••••••• L•• for B••••• P••••• A•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Jameson Alan Van HoutenScottsdale, AzNov 18, 2021Nov 24, 2021
Sean Patrick MahoneyScottsdale, AzNov 18, 2021Dec 22, 2021
T Liam PowellScottsdale, AzNov 18, 2021Oct 14, 2021
Todd Michael RubleScottsdale, AzNov 18, 2021Oct 14, 2021
The rule
Registrations ended
Nov 18, 2021
Registered next
Oct 14, 2021 to Dec 22, 2021
Branch state
AZ
Cities
1, most in Scottsdale, Az
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 S•••••••• C•••••• A•••••••• L••Other teams into B••••• P••••• A•••••••• L••