DFX Intelligence

RIA Intelligence

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Firm absorbed

12 advisors left T•• R••••••••• G••••• L•• for W••••• E••••••••• A••••••• S•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Kevin LandisSan Diego, CaMay 31, 2024May 2, 2024
Tyson MavarSan Diego, CaMay 31, 2024May 2, 2024
Wesley BoudreauxSan Diego, CaMay 31, 2024May 2, 2024
Bill Edgar HenrySan Diego, CaJun 7, 2024May 7, 2024
Brent Curtis WolfSan Diego, CaJun 7, 2024May 2, 2024
Carlos Manuel HernandezSan Diego, CaJun 7, 2024May 2, 2024
Gregory Joseph RolfesSan Diego, CaJun 7, 2024May 1, 2024
Jenna Lynn BlevinsSan Diego, CaJun 7, 2024May 1, 2024
Michael CorgiatSan Diego, CaJun 7, 2024May 3, 2024
Neva BradleySan Diego, CaJun 7, 2024May 2, 2024
Paul BergeronSan Diego, CaJun 7, 2024May 15, 2024
The rule
Registrations ended
May 31, 2024 to Jun 13, 2024
Registered next
May 1, 2024 to May 15, 2024
Branch state
CA
Cities
1, most in San Diego, Ca
Registered there that day
16 (people still on IAPD; an estimate)
Share of that headcount
75%
Succession by the destination
none on the tape
Other teams out of T•• R••••••••• G••••• L••Other teams into W••••• E••••••••• A••••••• S•••••••• L••