DFX Intelligence

RIA Intelligence

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Firm absorbed

5 advisors left C••••••• P•••• W••••• M••••••••• L•• for C••••••• P•••• W••••• M•••••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Jeffrey Alan AdemaIrvine, CaNov 1, 2021Jul 12, 2018
John Bradford FleckeIrvine, CaNov 1, 2021Mar 11, 2020
John Cragin MccordIrvine, CaNov 1, 2021May 30, 2013
Lucas Mitchell WennerstenIrvine, CaNov 1, 2021Apr 17, 2019
Matthew J CarvalhoIrvine, CaNov 1, 2021Jul 12, 2018
Michael Anthony HinterlongIrvine, CaNov 1, 2021Mar 11, 2020
Sally Ann TaylorIrvine, CaNov 1, 2021Mar 11, 2020
The rule
Registrations ended
Nov 1, 2021
Registered next
May 30, 2013 to Mar 11, 2020
Branch state
CA
Cities
1, most in Irvine, Ca
Registered there that day
8 (people still on IAPD; an estimate)
Share of that headcount
63%
Succession by the destination
none on the tape
Other teams out of C••••••• P•••• W••••• M••••••••• L••Other teams into C••••••• P•••• W••••• M•••••••••