DFX Intelligence

RIA Intelligence

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Firm absorbed

3 advisors left R•••• I••••••••• L•• for G••••• R••••••••• P••••••• L••

othertoinstitutionalOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew Charles WheelerFresno, CaDec 31, 2024Jan 9, 2024
Geoffrey Allen RoushFresno, CaDec 31, 2024Jan 9, 2024
Richard Allen RoushFresno, CaDec 31, 2024Jan 10, 2024
The rule
Registrations ended
Dec 31, 2024
Registered next
Jan 9, 2024 to Jan 10, 2024
Branch state
CA
Cities
1, most in Fresno, Ca
Registered there that day
3 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of R•••• I••••••••• L••Other teams into G••••• R••••••••• P••••••• L••