DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Firm absorbed
3 advisors left E•••••• F•••••••• for A•••• F••••••••
unclassifiedtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Uziel Gomez | Los Angeles, Ca | Jan 23, 2025 | Jan 9, 2025 |
| Katrina Strelow Soelter | Los Angeles, Ca | Jan 24, 2025 | Aug 13, 2024 |
| Leighann Rose Miko | Los Angeles, Ca | Jan 24, 2025 | Nov 21, 2023 |
The rule
- Registrations ended
- Jan 23, 2025 to Jan 24, 2025
- Registered next
- Nov 21, 2023 to Jan 9, 2025
- Branch state
- CA
- Cities
- 1, most in Los Angeles, 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