DFX Intelligence

RIA Intelligence

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Firm absorbed

6 advisors left P••••••••• F•••••••• S••••••• L•• for T••••••• A•••••• N••••••• L••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Guadalupe Arambula CamargoPhoenix, AzApr 4, 2023Mar 1, 2023
Jacob Alexander CavaleriPhoenix, AzApr 4, 2023Mar 21, 2023
James Joseph MailliardPhoenix, AzApr 4, 2023Mar 1, 2023
Michael Amado LarrivaPhoenix, AzApr 4, 2023Mar 21, 2023
Michael Patrick MccannPhoenix, AzApr 4, 2023Mar 1, 2023
Patrick Buck Ming EngPhoenix, AzApr 4, 2023Mar 1, 2023
The rule
Registrations ended
Apr 4, 2023
Registered next
Mar 1, 2023 to Mar 21, 2023
Branch state
AZ
Cities
1, most in Phoenix, Az
Registered there that day
6 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of P••••••••• F•••••••• S••••••• L••Other teams into T••••••• A•••••• N••••••• L••