DFX Intelligence

RIA Intelligence

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Firm absorbed

3 advisors left H••••••• • D• C•••••• L••••• for W••••• Q•••• P•••••••• I•••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Jeanni Patricia HarrisonSan Diego, CaNov 12, 2015Jan 16, 2015
Jeffrey Samuel PlattSan Diego, CaNov 12, 2015Jan 16, 2015
Rene Paul De CharonSan Diego, CaNov 12, 2015Jan 16, 2015
The rule
Registrations ended
Nov 12, 2015
Registered next
Jan 16, 2015
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 H••••••• • D• C•••••• L•••••Other teams into W••••• Q•••• P•••••••• I•••