DFX Intelligence
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Firm absorbed
4 advisors left C••••••••• W••••• A•••••••• I••• for C••••••••• W••••• A•••••••• I•••
unclassifiedtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cameron Joseph Ziegler | Carslsbad, Ca | Oct 21, 2020 | Jan 1, 2025 |
| Denise Aileen Barrett | Carslsbad, Ca | Oct 21, 2020 | Jan 1, 2026 |
| Lucinda A Salinas | Carslsbad, Ca | Oct 21, 2020 | Jan 1, 2025 |
| Michael W Sellman | Carslsbad, Ca | Oct 21, 2020 | Jun 1, 2020 |
The rule
- Registrations ended
- Oct 21, 2020
- Registered next
- Jun 1, 2020 to Jan 1, 2026
- Branch state
- CA
- Cities
- 1, most in Carslsbad, 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