DFX Intelligence

RIA Intelligence

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Firm absorbed

6 advisors left S••••• P•••••••• M••••••••• I•• for S••••• M•••• M••••••••• I•••

no RAUMtoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Anthony Joseph AmaradioAliso Viejo, CaOct 19, 2025Jan 19, 2011
Anthony PizzoAliso Viejo, CaOct 19, 2025Mar 21, 2019
Daniel AmaradioAliso Viejo, CaOct 19, 2025Mar 15, 2010
Gary Raymond MccarverAliso Viejo, CaOct 19, 2025Feb 11, 2013
Mark GoldsmithAliso Viejo, CaOct 19, 2025Mar 15, 2010
Semir Mutwakil AminAliso Viejo, CaOct 19, 2025Jan 6, 2011
The rule
Registrations ended
Oct 19, 2025
Registered next
Mar 15, 2010 to Mar 21, 2019
Branch state
CA
Cities
1, most in Aliso Viejo, Ca
Registered there that day
6 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of S••••• P•••••••• M••••••••• I••Other teams into S••••• M•••• M••••••••• I•••