DFX Intelligence
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Firm absorbed
3 advisors left R••• C•••••• M••••••••• for R•••••••• S•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Chingyee Ellen Kim | Lake Oswego, Or | Aug 26, 2024 | Jul 1, 2024 |
| Christopher Enrico Abbruzzese | Lake Oswego, Or | Aug 26, 2024 | Jul 12, 2024 |
| David John Reichle | Lake Oswego, Or | Aug 26, 2024 | Jul 1, 2024 |
The rule
- Registrations ended
- Aug 26, 2024
- Registered next
- Jul 1, 2024 to Jul 12, 2024
- Branch state
- OR
- Cities
- 1, most in Lake Oswego, Or
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape