DFX Intelligence

RIA Intelligence

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Firm absorbed

5 advisors left F••• P•••• W••••• M••••••••• L•• for W• W••••• M••••••••• L••

unclassifiedtoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Allen Brann AtkinsFlagstaff, AzMar 16, 2018May 4, 2018
Emy Annette TiceFlagstaff, AzMar 16, 2018May 4, 2018
Glenn Jordan LeestFlagstaff, AzMar 16, 2018May 4, 2018
Matthew John HaertzenFlagstaff, AzMar 16, 2018May 4, 2018
Ryan Patrick StuartFlagstaff, AzMar 16, 2018May 4, 2018
The rule
Registrations ended
Mar 16, 2018
Registered next
May 4, 2018
Branch state
AZ
Cities
1, most in Flagstaff, Az
Registered there that day
5 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of F••• P•••• W••••• M••••••••• L••Other teams into W• W••••• M••••••••• L••