DFX Intelligence

RIA Intelligence

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Firm absorbed

9 advisors left C••••••• A••••••• S•••••••• L•• for M••••••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Douglas Kay PerryPortland, OrJan 28, 2022Jan 3, 2022
Eric Krausz AdlerMcminnville, OrJan 28, 2022Jan 26, 2022
Gregory Scott BowenPortland, OrJan 28, 2022Jan 3, 2022
Kip Allen MechalsMcminnville, OrJan 28, 2022Mar 16, 2022
Michael Robinson MackelviePortland, OrJan 28, 2022Jan 3, 2022
Otoniel Francisco MaxwellPortland, OrJan 28, 2022Jan 6, 2022
Paul Raymond ErenfeldPortland, OrJan 28, 2022Jan 3, 2022
Robert Patrick BiancardiPortland, OrJan 28, 2022Jan 3, 2022
William Henry LederPortland, OrJan 28, 2022Jan 3, 2022
The rule
Registrations ended
Jan 28, 2022
Registered next
Jan 3, 2022 to Mar 16, 2022
Branch state
OR
Cities
2, most in Portland, Or
Registered there that day
9 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of C••••••• A••••••• S•••••••• L••Other teams into M••••••