DFX Intelligence

RIA Intelligence

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Firm absorbed

3 advisors left M•••••• H•••• F•••••••• for M•••••• H•••• F•••••••• A••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Jason Joseph ShayaSan Diego, CaJan 9, 2025Oct 12, 2023
Mark Harold HullSan Diego, CaJan 9, 2025Oct 12, 2023
Minka Francis HullSan Diego, CaJan 9, 2025Oct 12, 2023
The rule
Registrations ended
Jan 9, 2025
Registered next
Oct 12, 2023
Branch state
CA
Cities
1, most in San Diego, Ca
Registered there that day
3 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of M•••••• H•••• F••••••••Other teams into M•••••• H•••• F•••••••• A••••••• L••