DFX Intelligence
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Firm absorbed
4 advisors left B••••••• • C••••••• L•• for P•••••• W••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bryce Ryan Brown | Petaluma, Ca | May 31, 2023 | Jan 30, 2023 |
| Gregory D Thomas | Petaluma, Ca | May 31, 2023 | Feb 17, 2023 |
| Matthew Tyler Torkelson | Petaluma, Ca | May 31, 2023 | Jan 1, 2025 |
| Viviana Alexis Mattos | Petaluma, Ca | May 31, 2023 | Feb 19, 2023 |
The rule
- Registrations ended
- May 31, 2023
- Registered next
- Jan 30, 2023 to Jan 1, 2025
- Branch state
- CA
- Cities
- 1, most in Petaluma, Ca
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 80%
- Succession by the destination
- none on the tape