DFX Intelligence

RIA Intelligence

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Firm absorbed

9 advisors left P•••••• A••••••• L•• for C••••••••• W••••• M•••••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Anne Marie StonichMercer Island, WaJun 23, 2021Jun 24, 2021
Claudina Elizebeth CampbellMercer Island, WaJun 23, 2021Jun 24, 2021
David Bertram BigelowMercer Island, WaJun 23, 2021Jun 23, 2021
David Kenneth McintoshMercer Island, WaJun 23, 2021Jun 24, 2021
Eric Martin SchuehleMercer Island, WaJun 23, 2021Jun 24, 2021
Heather Lee KesslerMercer Island, WaJun 23, 2021Jun 24, 2021
Joshua E HarrisMercer Island, WaJun 23, 2021Jun 24, 2021
Katherine M BerntsonMercer Island, WaJun 23, 2021Jun 24, 2021
Kyle Berkley LarsonMercer Island, WaJun 23, 2021Jun 24, 2021
The rule
Registrations ended
Jun 23, 2021
Registered next
Jun 23, 2021 to Jun 24, 2021
Branch state
WA
Cities
1, most in Mercer Island, Wa
Registered there that day
9 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of P•••••• A••••••• L••Other teams into C••••••••• W••••• M•••••••••