DFX Intelligence
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Firm absorbed
5 advisors left I•• C•••••• M••••••••• for P••••••• W••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Carl William Marker | Portland, Or | Aug 24, 2026 | Oct 28, 2025 |
| Christopher L Magana | Clackamas, Or | Aug 24, 2026 | Nov 4, 2025 |
| Daniel Allan Belica | Clackamas, Or | Aug 24, 2026 | Feb 9, 2026 |
| Douglas Paul Kintzinger | Clackamas, Or | Aug 24, 2026 | Mar 12, 2026 |
| Steve Foster Haug | Portland, Or | Aug 24, 2026 | Mar 10, 2026 |
The rule
- Registrations ended
- Aug 24, 2026
- Registered next
- Oct 28, 2025 to Mar 12, 2026
- Branch state
- OR
- Cities
- 2, most in Clackamas, Or
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 71%
- Succession by the destination
- a succession within a year (Oct 16, 2025), not necessarily this firm