DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left H••••••••• • P•••••• W••••• M••••••••• for A••••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Elizabeth Michelle MisakSan Diego, CaDec 31, 2021Dec 3, 2021
Karen Margaret ClappSan Diego, CaDec 31, 2021Dec 3, 2021
Paul Joseph HynesSan Diego, CaDec 31, 2021Dec 3, 2021
Wendy Carol WildeySan Diego, CaDec 31, 2021Dec 3, 2021
The rule
Registrations ended
Dec 31, 2021
Registered next
Dec 3, 2021
Branch state
CA
Cities
1, most in San Diego, Ca
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of H••••••••• • P•••••• W••••• M•••••••••Other teams into A••••••••• L••