DFX Intelligence

RIA Intelligence

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Firm absorbed

21 advisors left H••••••••• L•• for F•••• P••••••• W•••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
April Nicole SchultzSan Diego, CaNov 21, 2024Sep 3, 2024
Brandon Michael BolSan Diego, CaNov 21, 2024Sep 3, 2024
Brooke Elizabeth WarnerSan Diego, CaNov 21, 2024Sep 3, 2024
Charles Dale EbersoleSan Diego, CaNov 21, 2024Sep 3, 2024
Chase Michael CampbellSan Diego, CaNov 21, 2024Sep 3, 2024
Colleen Rosamond GeppSan Diego, CaNov 21, 2024Sep 3, 2024
Elisabeth CullingtonSan Diego, CaNov 21, 2024Jan 28, 2026
Eric Clinton DavisSan Diego, CaNov 21, 2024Sep 3, 2024
Ismar ZildzicSan Diego, CaNov 21, 2024Sep 3, 2024
James Patrick CooneySan Diego, CaNov 21, 2024Sep 5, 2024
Janet Lynn AcheatelSan Diego, CaNov 21, 2024Sep 3, 2024
Katherine Puntharik SiriwanSanta Monica, CaNov 21, 2024Sep 3, 2024
Kevin Dewey HoyleSan Diego, CaNov 21, 2024Sep 12, 2024
Kyle P WhisenhuntSan Diego, CaNov 21, 2024Sep 3, 2024
Lucas Wyatt KulmaSan Diego, CaNov 21, 2024Sep 3, 2024
Peter William MuellerSanta Monica, CaNov 21, 2024Sep 3, 2024
Rachel Mae LukenSan Diego, CaNov 21, 2024Sep 4, 2024
Ty Alan SummerlinSan Diego, CaNov 21, 2024Sep 3, 2024
Vanessa Hale WieliczkoSan Diego, CaNov 21, 2024Sep 3, 2024
Vernon Issac EberlySan Diego, CaNov 21, 2024Sep 3, 2024
The rule
Registrations ended
Nov 21, 2024
Registered next
Sep 3, 2024 to Jan 28, 2026
Branch state
CA
Cities
2, most in San Diego, Ca
Registered there that day
25 (people still on IAPD; an estimate)
Share of that headcount
84%
Succession by the destination
none on the tape
Other teams out of H••••••••• L••Other teams into F•••• P••••••• W•••••• L••