DFX Intelligence

RIA Intelligence

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Firm absorbed

5 advisors left S••••••••• A••••••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

no RAUMtoBD affiliatedOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Jeffrey Mark GarellIrvine, CaJun 7, 2021Aug 12, 2020
Matthew Joseph MendozaIrvine, CaJun 7, 2021Aug 13, 2020
Michael Scott CampbellIrvine, CaJun 7, 2021Aug 13, 2020
Peggy I PinkertonIrvine, CaJun 7, 2021Aug 13, 2020
Robert EmmerRichmond, CaJun 7, 2021Aug 12, 2020
The rule
Registrations ended
Jun 7, 2021
Registered next
Aug 12, 2020 to Aug 13, 2020
Branch state
CA
Cities
2, most in Irvine, Ca
Registered there that day
5 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of S••••••••• A•••••••Other teams into R•••••• J•••• F•••••••• S••••••• A•••••••• I••