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
4 advisors left S••••••• W••••• M••••••••• for S••••••• P•••••• W•••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeremy A Kisner | Phoenix, Az | Feb 7, 2020 | Jan 31, 2020 |
| Levi James Brown | Phoenix, Az | Feb 7, 2020 | Jan 31, 2020 |
| Moriah Ranade | Phoenix, Az | Feb 7, 2020 | Feb 3, 2020 |
| Peter R Burnham | Phoenix, Az | Feb 7, 2020 | Feb 7, 2020 |
The rule
- Registrations ended
- Feb 7, 2020
- Registered next
- Jan 31, 2020 to Feb 7, 2020
- Branch state
- AZ
- Cities
- 1, most in Phoenix, Az
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- a succession within a year (Dec 12, 2019), not necessarily this firm