DFX Intelligence

RIA Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Firm absorbed

5 advisors left H••••• F•••••••• A•••••••• I••• for E• W••••• A•••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Armando Benjamin HerreraPalos Verdes Estates, CaNov 23, 2020Aug 3, 2026
Clay Campbell ZachryPalos Verdes Estates, CaNov 23, 2020Jan 27, 2025
Jonathan Carson BaconPalos Verdes Estates, CaNov 23, 2020Nov 13, 2025
Kristen Marie PerezPalos Verdes Estates, CaNov 23, 2020Dec 17, 2025
Matthew Warren KuhnTorrance, CaNov 23, 2020Dec 11, 2020
The rule
Registrations ended
Nov 23, 2020
Registered next
Dec 11, 2020 to Aug 3, 2026
Branch state
CA
Cities
2, most in Palos Verdes Estates, Ca
Registered there that day
6 (people still on IAPD; an estimate)
Share of that headcount
83%
Succession by the destination
none on the tape
Other teams out of H••••• F•••••••• A•••••••• I•••Other teams into E• W••••• A•••••••