DFX Intelligence
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Firm absorbed
5 advisors left V••••••• R••• L•• for E•••••• F•••••••• E••••••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adriel Tam | Bothell, Wa | May 6, 2022 | Mar 25, 2022 |
| Brian Andrew Johnson | Bothell, Wa | May 6, 2022 | Mar 25, 2022 |
| Douglas Bradley Custer | Bothell, Wa | May 6, 2022 | Mar 28, 2022 |
| Mary Ann Middleton Ferreira | Bothell, Wa | May 6, 2022 | Mar 25, 2022 |
| Matthew Erwin Boelter | Bothell, Wa | May 6, 2022 | Mar 25, 2022 |
The rule
- Registrations ended
- May 6, 2022
- Registered next
- Mar 25, 2022 to Mar 28, 2022
- Branch state
- WA
- Cities
- 1, most in Bothell, Wa
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape