DFX Intelligence
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Firm absorbed
3 advisors left P••• I••••••••• S••••••••• L•• for T•••••• W••••• M••••••••• L••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ivan Jay Tidwell | Roseville, Ca | Oct 13, 2020 | Jan 1, 2026 |
| Kevin Thomas Wells | Roseville, Ca | Oct 13, 2020 | Jun 12, 2020 |
| Michael Thomas Wells | Roseville, Ca | Oct 13, 2020 | Jun 12, 2020 |
The rule
- Registrations ended
- Oct 13, 2020
- Registered next
- Jun 12, 2020 to Jan 1, 2026
- Branch state
- CA
- Cities
- 1, most in Roseville, 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