DFX Intelligence
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Firm absorbed
3 advisors left M•••••• M•••• for E• W••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Carrie A Sax | Berkeley, Ca | Dec 22, 2021 | Jan 14, 2022 |
| Jonathan K Deyoe | Berkeley, Ca | Dec 22, 2021 | Jan 13, 2025 |
| Scott Bradley Jacobs | Berkeley, Ca | Dec 22, 2021 | Jan 14, 2022 |
The rule
- Registrations ended
- Dec 22, 2021
- Registered next
- Jan 14, 2022 to Jan 13, 2025
- Branch state
- CA
- Cities
- 1, most in Berkeley, Ca
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape