DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Firm absorbed
3 advisors left C••• I••••••••• A•••••••• L•• for C••••••••• W•••••• L••
unclassifiedtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kelly Andrew Dunnahoo | La Verne, Ca | Aug 9, 2018 | Aug 17, 2018 |
| Kelly Therese Landry | La Verne, Ca | Aug 9, 2018 | Jul 9, 2018 |
| Richard Charles Eddy | La Verne, Ca | Aug 22, 2018 | Jul 20, 2018 |
The rule
- Registrations ended
- Aug 9, 2018 to Aug 22, 2018
- Registered next
- Jul 9, 2018 to Aug 17, 2018
- Branch state
- CA
- Cities
- 1, most in La Verne, 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