DFX Intelligence
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Firm absorbed
3 advisors left H•••• W••••• W••••• M••••••••• L•• for A•••• P•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brady John Ball | Portland, Or | Jul 17, 2019 | Jul 2, 2019 |
| Gregory Todd Warner | Portland, Or | Jul 17, 2019 | Jul 2, 2019 |
| Sarah Elizabeth Robinson | Portland, Or | Jul 17, 2019 | Jul 2, 2019 |
The rule
- Registrations ended
- Jul 17, 2019
- Registered next
- Jul 2, 2019
- Branch state
- OR
- Cities
- 1, most in Portland, Or
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape