DFX Intelligence
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Firm absorbed
6 advisors left B••••• A••••••• L•• for B••••• P••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Conor Ryan Turley | Pasadena, Ca | Oct 31, 2024 | Oct 16, 2024 |
| Courtney Lyn Mccutchan | Pasadena, Ca | Oct 31, 2024 | Oct 16, 2024 |
| Debra Beth Curry | Pasadena, Ca | Oct 31, 2024 | Oct 30, 2024 |
| Derek Alexander Campbell | Pasadena, Ca | Oct 31, 2024 | Oct 21, 2024 |
| Nicholas Michael Colletta | Pasadena, Ca | Oct 31, 2024 | Oct 25, 2024 |
| Thomas Harold Smith | Pasadena, Ca | Oct 31, 2024 | Oct 21, 2024 |
The rule
- Registrations ended
- Oct 31, 2024
- Registered next
- Oct 16, 2024 to Oct 30, 2024
- Branch state
- CA
- Cities
- 1, most in Pasadena, Ca
- Registered there that day
- 10 (people still on IAPD; an estimate)
- Share of that headcount
- 60%
- Succession by the destination
- none on the tape