DFX Intelligence
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Firm absorbed
6 advisors left L••••• G•••••• W••••• M••••••••• L•• for B••••• P••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher C Wheaton | Paris | Feb 26, 2026 | Jan 12, 2026 |
| Craig Bernard Keller | Paris | Feb 26, 2026 | Jan 22, 2026 |
| Lesley Estelle Cannan | Paris | Feb 26, 2026 | Jan 12, 2026 |
| Monica Blair Munoz | Paris | Feb 26, 2026 | Jan 14, 2026 |
The rule
- Registrations ended
- Feb 26, 2026
- Registered next
- Jan 12, 2026 to Feb 26, 2026
- Branch state
- not given
- Cities
- 1, most in Paris
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 86%
- Succession by the destination
- none on the tape