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Firm absorbed

3 advisors left R••• W••••• M••••••••• for A••••••• F••••••••• L•••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Justin Tyler BurrowYuba City, CaMar 31, 2025Dec 16, 2024
Kevin SpaffordYuba City, CaMar 31, 2025Dec 9, 2024
Robert Collins RyanYuba City, CaMar 31, 2025Dec 6, 2024
The rule
Registrations ended
Mar 31, 2025
Registered next
Dec 6, 2024 to Dec 16, 2024
Branch state
CA
Cities
1, most in Yuba City, 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