DFX Intelligence

RIA Intelligence

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Firm absorbed

3 advisors left P•••• F•••••••• G•••• W••••• M••••••••• for C••• L••

unclassifiedtoBD affiliatedOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Mateusz Wojciech SudolBeaverton, OrDec 1, 2021Feb 11, 2021
Matthew Edward MaiBeaverton, OrDec 1, 2021Feb 11, 2021
Robert Joseph CaldwellBeaverton, OrDec 1, 2021Feb 11, 2021
The rule
Registrations ended
Dec 1, 2021
Registered next
Feb 11, 2021
Branch state
OR
Cities
1, most in Beaverton, 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
Other teams out of P•••• F•••••••• G•••• W••••• M•••••••••Other teams into C••• L••