DFX Intelligence
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Firm absorbed
10 advisors left E•••••• A•• W•••• F•••••••• L•• for M••••• G••••• A••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alan John Davis | San Diego, Ca | Jul 6, 2021 | Apr 27, 2021 |
| Brian Russell Jellig | San Diego, Ca | Jul 6, 2021 | Apr 27, 2021 |
| Kenneth D Bobadilla | San Diego, Ca | Jul 6, 2021 | Apr 27, 2021 |
| Micah Robert Cummins | San Diego, Ca | Jul 6, 2021 | Jun 29, 2023 |
| Patrick Manderson Comer | San Diego, Ca | Jul 6, 2021 | Apr 27, 2021 |
| Patrick Michael Wynne | San Diego, Ca | Jul 6, 2021 | Apr 27, 2021 |
| Raphael Aziz | San Diego, Ca | Jul 6, 2021 | Apr 27, 2021 |
| Sandra Jean Mapp | San Diego, Ca | Jul 6, 2021 | Apr 27, 2021 |
| Schane Pierce Goheen | San Diego, Ca | Jul 6, 2021 | Apr 27, 2021 |
| Sean Michael O'Connor | San Diego, Ca | Jul 6, 2021 | Apr 27, 2021 |
The rule
- Registrations ended
- Jul 6, 2021
- Registered next
- Apr 27, 2021 to Jun 29, 2023
- Branch state
- CA
- Cities
- 1, most in San Diego, Ca
- Registered there that day
- 11 (people still on IAPD; an estimate)
- Share of that headcount
- 91%
- Succession by the destination
- none on the tape