DFX Intelligence
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Firm absorbed
3 advisors left C••••••••• W••••• M••••••••• L•• for M•• C•••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Eric Michael Flett | Lafayette, Ca | Jan 24, 2025 | Jan 14, 2025 |
| Nicole Russo Hanson | Lafayette, Ca | Jan 24, 2025 | Jan 24, 2025 |
| Stewart Alan Mcguire | Lafayette, Ca | Jan 24, 2025 | Jan 9, 2025 |
The rule
- Registrations ended
- Jan 24, 2025
- Registered next
- Jan 9, 2025 to Jan 24, 2025
- Branch state
- CA
- Cities
- 1, most in Lafayette, Ca
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape