DFX Intelligence

RIA Intelligence

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Firm absorbed

5 advisors left R•••••••• S••••••• A••••••• for R•••••••• S•••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Daniel Robert RozanskySan Francisco, CaJan 12, 2018Jun 22, 2018
Hsin LangSan Francisco, CaJan 12, 2018Jun 20, 2018
James Michael TierneySan Francisco, CaJan 12, 2018Jun 22, 2018
Jeanette Garretty ReinhardSan Francisco, CaJan 12, 2018Jun 22, 2018
Michael John ZaninovichSan Francisco, CaJan 12, 2018Jun 22, 2018
The rule
Registrations ended
Jan 12, 2018
Registered next
Jun 20, 2018 to Jun 22, 2018
Branch state
CA
Cities
1, most in San Francisco, Ca
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 R•••••••• S••••••• A•••••••Other teams into R•••••••• S•••••••