DFX Intelligence

RIA 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

4 advisors left C••••••••• W••••• S••••••••• I••• for L•• F•••••••• L••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Cameron Mark BurchKennewick, WaJul 12, 2024Jun 14, 2024
Emily Rebekah MaldonadoKennewick, WaJul 12, 2024Sep 3, 2025
Joel David OckeyKennewick, WaJul 12, 2024Jun 14, 2024
Tyler Roy ScottKennewick, WaJul 12, 2024Jun 14, 2024
The rule
Registrations ended
Jul 12, 2024
Registered next
Jun 14, 2024 to Sep 3, 2025
Branch state
WA
Cities
1, most in Kennewick, Wa
Registered there that day
7 (people still on IAPD; an estimate)
Share of that headcount
57%
Succession by the destination
none on the tape
Other teams out of C••••••••• W••••• S••••••••• I•••Other teams into L•• F•••••••• L••