DFX Intelligence

RIA Intelligence

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Firm absorbed

7 advisors left C••••••••• W••••• M••••••••• for C••••••••• W••••• M•••••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Alissa Jess WrightBellevue, WaDec 31, 2020Nov 27, 2020
Brander Lee RichmondBellevue, WaDec 31, 2020Jul 5, 2017
David Gordon RobertsBellevue, WaDec 31, 2020Nov 27, 2020
Evan Edward FisherBellevue, WaDec 31, 2020Sep 10, 2018
Rachel R MccrackenBellevue, WaDec 31, 2020Jul 5, 2017
Rebecca Sue WilcoxBellevue, WaDec 31, 2020Jul 5, 2017
Thomas Charles OvendaleBellevue, WaDec 31, 2020Nov 27, 2020
The rule
Registrations ended
Dec 31, 2020
Registered next
Jul 5, 2017 to Nov 27, 2020
Branch state
WA
Cities
1, most in Bellevue, Wa
Registered there that day
8 (people still on IAPD; an estimate)
Share of that headcount
88%
Succession by the destination
none on the tape
Other teams out of C••••••••• W••••• M•••••••••Other teams into C••••••••• W••••• M•••••••••