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
3 advisors left A••••••• • A••••••• A•••••••• L•• for G••••• W••••• M••••••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Conner R Wallace | Longview, Wa | Mar 31, 2025 | Jan 2, 2025 |
| John Christopher Anderson | Longview, Wa | Mar 31, 2025 | Dec 3, 2024 |
| Max David Anderson | Longview, Wa | Mar 31, 2025 | Dec 3, 2024 |
The rule
- Registrations ended
- Mar 31, 2025
- Registered next
- Dec 3, 2024 to Jan 2, 2025
- Branch state
- WA
- Cities
- 1, most in Longview, Wa
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape