DFX Intelligence
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Firm absorbed
6 advisors left T•• H• G••••• I••• for W••••• E••••••••• A••••••• S•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Laurence Thomas Hanslits | Salem, Or | May 13, 2026 | Mar 2, 2026 |
| James Kurtis Sager | Portland, Or | May 14, 2026 | Mar 2, 2026 |
| Jessica Diane Tierney | Portland, Or | May 14, 2026 | Mar 2, 2026 |
| Katherine Mary Keppel | Salem, Or | May 14, 2026 | Mar 2, 2026 |
| Rodney Arthur Cook | Portland, Or | May 14, 2026 | Mar 2, 2026 |
The rule
- Registrations ended
- May 13, 2026 to May 14, 2026
- Registered next
- Mar 2, 2026
- Branch state
- OR
- Cities
- 2, most in Portland, Or
- Registered there that day
- 9 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape