DFX Intelligence
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Firm absorbed
5 advisors left T••• C••• A•••••••• L•• for A•••••• W••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alexandra Gundrada Lundgren | Boise, Id | Dec 31, 2022 | Nov 29, 2022 |
| Brian James Wiley | Boise, Id | Dec 31, 2022 | Nov 29, 2022 |
| Jeremiah Franklin Bates | Boise, Id | Dec 31, 2022 | Nov 29, 2022 |
| Nicholas Glen Daniels | Boise, Id | Dec 31, 2022 | Nov 29, 2022 |
The rule
- Registrations ended
- Dec 31, 2022
- Registered next
- Nov 29, 2022 to Oct 6, 2023
- Branch state
- ID
- Cities
- 1, most in Boise, Id
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape