DFX 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
7 advisors left A••••••• M••••••• I••• for C••••••••• W••••• M•••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bryan Paul Shipley | Portland, Or | Aug 29, 2024 | Jan 1, 2026 |
| David Jozef Janec | Portland, Or | Aug 29, 2024 | Jul 10, 2024 |
| Glen Jonathan Goland | Portland, Or | Aug 29, 2024 | Jul 10, 2024 |
| Matthew Stewart Sampson | Portland, Or | Aug 29, 2024 | Jul 10, 2024 |
| Melody Marie Behnke | Portland, Or | Aug 29, 2024 | Jul 10, 2024 |
| Reegan Elizabeth Rae | Portland, Or | Aug 29, 2024 | Jul 10, 2024 |
| Ryland Bennett Moore | Portland, Or | Aug 29, 2024 | Jul 10, 2024 |
The rule
- Registrations ended
- Aug 29, 2024
- Registered next
- Jul 10, 2024 to Jan 1, 2026
- Branch state
- OR
- Cities
- 1, most in Portland, Or
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape