DFX Intelligence
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Firm absorbed
4 advisors left T•••• W••••• M••••••••• for W••••• E••••••••• A••••••• S•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Austin Krewson | Larkspur, Ca | Sep 1, 2022 | Aug 4, 2022 |
| David Lee Else | Folsom, Ca | Sep 1, 2022 | Aug 3, 2022 |
| Derek Green | Folsom, Ca | Sep 1, 2022 | Aug 4, 2022 |
| M. Scot Lance | Larkspur, Ca | Sep 1, 2022 | Aug 3, 2022 |
The rule
- Registrations ended
- Sep 1, 2022
- Registered next
- Aug 3, 2022 to Aug 4, 2022
- Branch state
- CA
- Cities
- 2, most in Larkspur, Ca
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape