DFX Intelligence

RIA Intelligence

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Firm absorbed

9 advisors left W••••• W••••• P•••••••• L•• for E• W••••• A•••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Brynne Colleen SpeizerSan Luis Obispo, CaApr 30, 2024May 1, 2024
Emily Sarah GoodmanSan Luis Obispo, CaApr 30, 2024Apr 18, 2024
Joan Clare WenglikowskiSan Luis Obispo, CaApr 30, 2024Jan 23, 2025
Matthew Randall WilsonSan Luis Obispo, CaApr 30, 2024Jan 15, 2025
Megan Ashley CardenSan Luis Obispo, CaApr 30, 2024Apr 17, 2024
Norman Dillon McgillSan Luis Obispo, CaApr 30, 2024Nov 12, 2025
Patrick Colm O'HaraSan Luis Obispo, CaApr 30, 2024Jan 1, 2025
Ryan Jeffrey HallSan Luis Obispo, CaApr 30, 2024Dec 15, 2025
Stuart CampbellSan Luis Obispo, CaApr 30, 2024May 1, 2024
The rule
Registrations ended
Apr 30, 2024
Registered next
Apr 17, 2024 to Dec 15, 2025
Branch state
CA
Cities
1, most in San Luis Obispo, Ca
Registered there that day
10 (people still on IAPD; an estimate)
Share of that headcount
90%
Succession by the destination
none on the tape
Other teams out of W••••• W••••• P•••••••• L••Other teams into E• W••••• A•••••••