DFX Intelligence

RIA Intelligence

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Firm absorbed

11 advisors left K••••••• W••••• P••••••• L•• for C••••••• P•••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Aaron Michael CoatesChandler, AzJun 29, 2022May 3, 2022
Austin Joseph McdonoughChandler, AzJun 29, 2022Apr 10, 2023
Carlton Johnson WeberScottsdale, AzJun 29, 2022May 3, 2022
Chad Michael FletcherChandler, AzJun 29, 2022Apr 19, 2022
Cole Travis BeckwithChandler, AzJun 29, 2022Jun 17, 2022
Daniel Andrew ApplegateChandler, AzJun 29, 2022Jun 8, 2022
Daniel Lee PallesenChandler, AzJun 29, 2022May 3, 2022
Kenneth Edward GatliffChandler, AzJun 29, 2022May 10, 2022
Kent Richard AndersonChandler, AzJun 29, 2022Mar 28, 2022
Nicholas Christopher LombardozziChandler, AzJun 29, 2022May 5, 2022
Perry John DufresneChandler, AzJun 29, 2022May 3, 2022
The rule
Registrations ended
Jun 29, 2022
Registered next
Mar 28, 2022 to Apr 10, 2023
Branch state
AZ
Cities
2, most in Chandler, Az
Registered there that day
14 (people still on IAPD; an estimate)
Share of that headcount
79%
Succession by the destination
none on the tape
Other teams out of K••••••• W••••• P••••••• L••Other teams into C••••••• P•••••••