DFX Intelligence
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Firm absorbed
3 advisors left T•••••••• W••••• A••••••• for T•••••••• G••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David William Tschetter | Bellevue, Wa | May 6, 2019 | May 1, 2019 |
| Dustin Loyal Brumbaugh | Bellevue, Wa | May 6, 2019 | May 1, 2019 |
| Richard William Tschetter | Bellevue, Wa | May 6, 2019 | May 1, 2019 |
The rule
- Registrations ended
- May 6, 2019
- Registered next
- May 1, 2019
- Branch state
- WA
- Cities
- 1, most in Bellevue, Wa
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- a succession within a year (Mar 29, 2019), not necessarily this firm