DFX Intelligence
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Firm absorbed
5 advisors left C•••••••• C•••••• L•• for M••••• G••••• A••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Henry Luce Hagenbuch | Ketchum, Id | Dec 31, 2020 | Jul 21, 2020 |
| James Raymond Everitt | Ketchum, Id | Dec 31, 2020 | Jul 21, 2020 |
| John L Gilligan | Ketchum, Id | Dec 31, 2020 | Jul 23, 2021 |
| Mark Lawrence Eshman | Ketchum, Id | Dec 31, 2020 | Jul 21, 2020 |
| Maunsel Mcdonald Hickey | Ketchum, Id | Dec 31, 2020 | Jul 21, 2020 |
The rule
- Registrations ended
- Dec 31, 2020
- Registered next
- Jul 21, 2020 to Jul 23, 2021
- Branch state
- ID
- Cities
- 1, most in Ketchum, Id
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 83%
- Succession by the destination
- none on the tape