DFX Intelligence
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Firm absorbed
3 advisors left C•• A•••••••• I••• for C••••••• P••••••• I••••••••• A•••••••• L••
independent RIAtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Janet Lucinda Josselyn | San Jose, Ca | Dec 8, 2021 | Nov 3, 2021 |
| Maria Linda Kamin | San Jose, Ca | Dec 8, 2021 | Dec 22, 2021 |
| Thomas William Goldman | San Jose, Ca | Dec 8, 2021 | Nov 9, 2021 |
The rule
- Registrations ended
- Dec 8, 2021
- Registered next
- Nov 3, 2021 to Dec 22, 2021
- Branch state
- CA
- Cities
- 1, most in San Jose, Ca
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 75%
- Succession by the destination
- none on the tape