DFX Intelligence

RIA Intelligence

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Firm absorbed

8 advisors left B••••• F•••••• I••••••••• C••••••••• L••• for C•••••• P••••••• A••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Cameron Allen JamisonWalnut Creek, CaJun 8, 2026Mar 4, 2026
John ChangWalnut Creek, CaJun 8, 2026Mar 4, 2026
John Joseph EdelenWalnut Creek, CaJun 8, 2026Mar 4, 2026
John Thomas MooserWalnut Creek, CaJun 8, 2026Mar 4, 2026
Justin AmitWalnut Creek, CaJun 8, 2026Mar 4, 2026
Meredith Miriam RosenWalnut Creek, CaJun 8, 2026Feb 13, 2026
Michael Alan HarrisWalnut Creek, CaJun 8, 2026Feb 13, 2026
Michael Gray FrazierWalnut Creek, CaJun 8, 2026Feb 13, 2026
The rule
Registrations ended
Jun 8, 2026
Registered next
Feb 13, 2026 to Mar 4, 2026
Branch state
CA
Cities
1, most in Walnut Creek, Ca
Registered there that day
16 (people still on IAPD; an estimate)
Share of that headcount
50%
Succession by the destination
none on the tape
Other teams out of B••••• F•••••• I••••••••• C••••••••• L•••Other teams into C•••••• P••••••• A••••••• L••