DFX Intelligence
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Firm absorbed
3 advisors left S••••• W••••• M••••••••• G••••• I••• for M•••••• A•••••• N••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Dustin Ryan Dockter | Camarillo, Ca | Dec 20, 2021 | Dec 20, 2021 |
| Miranda Payne Gerda | Camarillo, Ca | Dec 20, 2021 | Dec 20, 2021 |
| Nicholas John Goodwin | Camarillo, Ca | Dec 20, 2021 | Dec 20, 2021 |
The rule
- Registrations ended
- Dec 20, 2021
- Registered next
- Dec 20, 2021
- Branch state
- CA
- Cities
- 1, most in Camarillo, Ca
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 60%
- Succession by the destination
- none on the tape