DFX Intelligence
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Firm absorbed
5 advisors left T•••• I••••••••• M••••••••• for M•••• F•••••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joseph Roderick Cilley | Issaquah, Wa | Oct 4, 2022 | Oct 3, 2022 |
| Kelsey Ann Curtis | Issaquah, Wa | Oct 4, 2022 | Oct 3, 2022 |
| Michael Christopher Baer | Issaquah, Wa | Oct 4, 2022 | Oct 3, 2022 |
| Thomas Aaron Bakamus | Issaquah, Wa | Oct 4, 2022 | Oct 3, 2022 |
| Lincoln Paul Kopetski | Issaquah, Wa | Oct 5, 2022 | Oct 6, 2022 |
The rule
- Registrations ended
- Oct 4, 2022 to Oct 5, 2022
- Registered next
- Oct 3, 2022 to Oct 6, 2022
- Branch state
- WA
- Cities
- 1, most in Issaquah, Wa
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 63%
- Succession by the destination
- none on the tape