DFX Intelligence

RIA Intelligence

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Firm absorbed

17 advisors left W••• C•••• F••••••••• L•• for C••••• P••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Aaron Edward SimmonsSanta Barbara, CaApr 4, 2025Apr 1, 2025
Alissa Jade RennackerSanta Barbara, CaApr 4, 2025Apr 1, 2025
Andrew Vining PaulsenSanta Barbara, CaApr 4, 2025Apr 1, 2025
Avalon Kathryn DenecocheaSanta Barbara, CaApr 4, 2025Apr 1, 2025
Dalton William DixonSanta Barbara, CaApr 4, 2025Apr 1, 2025
Jackson Paul RabuckSanta Barbara, CaApr 4, 2025Apr 1, 2025
James Clayton WeimerSanta Barbara, CaApr 4, 2025Apr 1, 2025
Jeffrey Michael HoughtbySan Diego, CaApr 4, 2025Apr 1, 2025
Jeremy Michael RunnelsSan Diego, CaApr 4, 2025Apr 1, 2025
Jonathan Larson BartfeldSonoma, CaApr 4, 2025Apr 1, 2025
Joseph Eugene FerreiraSanta Barbara, CaApr 4, 2025Apr 16, 2025
Kyle Brian LantowSanta Barbara, CaApr 4, 2025Apr 1, 2025
Riley David JohnsonSanta Barbara, CaApr 4, 2025Apr 1, 2025
Ryan Scott ReiffSanta Barbara, CaApr 4, 2025Apr 1, 2025
Samuel Stuart MarshallSanta Barbara, CaApr 4, 2025Apr 1, 2025
Sara Rose FederSanta Barbara, CaApr 4, 2025Apr 1, 2025
The rule
Registrations ended
Apr 4, 2025
Registered next
Apr 1, 2025 to Apr 16, 2025
Branch state
CA
Cities
3, most in Santa Barbara, Ca
Registered there that day
22 (people still on IAPD; an estimate)
Share of that headcount
77%
Succession by the destination
none on the tape
Other teams out of W••• C•••• F••••••••• L••Other teams into C••••• P••••••• L••