DFX Intelligence
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Firm absorbed
3 advisors left A••••••• A•••••••• L•• for A•••••••• C•••••• L••
asset managertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Chris James Maudlin | San Juan Capistrano, Ca | Sep 4, 2020 | Sep 28, 2020 |
| Kristina Joan Cagle | Rocklin, Ca | Sep 4, 2020 | Sep 28, 2020 |
| Stephanie Anne Williams | San Juan Capistrano, Ca | Sep 4, 2020 | Sep 28, 2020 |
The rule
- Registrations ended
- Sep 4, 2020
- Registered next
- Sep 28, 2020
- Branch state
- CA
- Cities
- 2, most in San Juan Capistrano, 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