DFX Intelligence

RIA Intelligence

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Firm absorbed

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

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Bryan James LeeWalnut Creek, CaAug 15, 2022Jun 22, 2022
Elena GorskayaWalnut Creek, CaAug 15, 2022Jun 17, 2022
Jia XuWalnut Creek, CaAug 15, 2022Jun 22, 2022
Rahul Nmn AgrawalWalnut Creek, CaAug 15, 2022Jun 22, 2022
The rule
Registrations ended
Aug 15, 2022
Registered next
Jun 17, 2022 to Jun 22, 2022
Branch state
CA
Cities
1, most in Walnut Creek, 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 A•••••• P•••••••• L••Other teams into C•••••••••