DFX Intelligence

RIA Intelligence

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Firm absorbed

9 advisors left D••••• P•••••• A••••••• for H•••••••• A•••••••• L••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Alexandria Nicole HarrisSan Diego, CaAug 8, 2019Jul 15, 2019
Cynthia Edythe GatlinSan Diego, CaAug 8, 2019Jul 15, 2019
Daniel James GoldsteinSan Diego, CaAug 8, 2019Jul 15, 2019
Darren Michael ReinigSan Diego, CaAug 8, 2019Jul 15, 2019
Gary Steven HirschfeldSan Diego, CaAug 8, 2019Jul 15, 2019
Gregory Jerome JankowskiSan Diego, CaAug 8, 2019Jan 1, 2025
Joshua Keith HarlanSan Diego, CaAug 8, 2019Jul 15, 2019
Keith Fraser MckenzieSan Diego, CaAug 8, 2019Jan 1, 2025
Margoth RomeroSan Diego, CaAug 8, 2019Jul 15, 2019
The rule
Registrations ended
Aug 8, 2019
Registered next
Jul 15, 2019 to Jan 1, 2025
Branch state
CA
Cities
1, most in San Diego, Ca
Registered there that day
9 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of D••••• P•••••• A•••••••Other teams into H•••••••• A•••••••• L••