DFX Intelligence

RIA Intelligence

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Firm absorbed

3 advisors left S•••• I•••••••• L•• for E•••••• F•••••••• E••••••

independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Aaron Charles SchmoekelRoseville, CaAug 25, 2022Jul 25, 2022
Madeline Loomis PhillipsRoseville, CaAug 25, 2022Jul 25, 2022
Tracy Lynn GunterRocklin, CaAug 25, 2022Jul 25, 2022
The rule
Registrations ended
Aug 25, 2022
Registered next
Jul 25, 2022
Branch state
CA
Cities
2, most in Roseville, Ca
Registered there that day
6 (people still on IAPD; an estimate)
Share of that headcount
50%
Succession by the destination
none on the tape
Other teams out of S•••• I•••••••• L••Other teams into E•••••• F•••••••• E••••••