DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Firm absorbed
4 advisors left N••••••• F•••••••• G••••• L•• for E• W••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jaron E Gardiner | Vancouver, Wa | Feb 23, 2021 | Feb 10, 2021 |
| Ryan Patrick Ignacio | Vancouver, Wa | Feb 23, 2021 | Feb 10, 2021 |
| Steven Bradley Stacey | Vancouver, Wa | Feb 23, 2021 | Feb 9, 2021 |
| Thomas Craig Kwang-Soo Rasmussen | Vancouver, Wa | Feb 23, 2021 | Feb 9, 2021 |
The rule
- Registrations ended
- Feb 23, 2021
- Registered next
- Feb 9, 2021 to Feb 10, 2021
- Branch state
- WA
- Cities
- 1, most in Vancouver, Wa
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 57%
- Succession by the destination
- none on the tape