DFX Intelligence

RIA Intelligence

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Firm absorbed

12 advisors left B•••••• G••••• W••••• A•••••••• I••• for T•• B•••••• G•••• W••••• A•••••••• L••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Daniel Micah StevensIrvine, CaMar 12, 2021Mar 12, 2021
Darin GibsonIrvine, CaMar 12, 2021Mar 1, 2021
Eric Cameron TargoffIrvine, CaMar 12, 2021Mar 12, 2021
Jeffrey Paul WarnockIrvine, CaMar 12, 2021Mar 12, 2021
Kyle LabeauneIrvine, CaMar 12, 2021Mar 12, 2021
Laurie Lee Sowa-WestwoodIrvine, CaMar 12, 2021Mar 12, 2021
Ryan C CallIrvine, CaMar 12, 2021Mar 12, 2021
Sina SoltaniIrvine, CaMar 12, 2021Mar 12, 2021
Stephen YuIrvine, CaMar 12, 2021Mar 12, 2021
Sung Bin Joseph ParkIrvine, CaMar 12, 2021Mar 12, 2021
Taylor BoydIrvine, CaMar 12, 2021Mar 12, 2021
Todd Russell StahlIrvine, CaMar 12, 2021Mar 12, 2021
The rule
Registrations ended
Mar 12, 2021
Registered next
Mar 1, 2021 to Mar 12, 2021
Branch state
CA
Cities
1, most in Irvine, Ca
Registered there that day
13 (people still on IAPD; an estimate)
Share of that headcount
92%
Succession by the destination
a succession within a year (Jan 28, 2021), not necessarily this firm
Other teams out of B•••••• G••••• W••••• A•••••••• I•••Other teams into T•• B•••••• G•••• W••••• A•••••••• L••