DFX Intelligence
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Firm absorbed
4 advisors left P••••••• I••••••••• M••••••••• I•• for P••• F•••••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Charles Fahey | Redmond, Wa | Apr 11, 2025 | Mar 17, 2025 |
| Christopher James Reedy | Redmond, Wa | Apr 11, 2025 | Mar 17, 2025 |
| Jennifer Ann Laduca | Redmond, Wa | Apr 11, 2025 | Mar 17, 2025 |
| Rodney George Coyan | Redmond, Wa | Apr 11, 2025 | Apr 10, 2025 |
The ruleHow a team is typedA team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, all registering next through the same other firm.The kind is a printed rule, not a judgment: absorbed when half or more of the firm’s registered people moved or a succession names it, channel change when the two CRDs are one enterprise (same name, same 75%+ owner around the move, or one name the other with a word added), large transfer at fifty or more, lift-out otherwise.
- Registrations ended
- Apr 11, 2025
- Registered next
- Mar 17, 2025 to Apr 10, 2025
- Branch state
- WA
- Cities
- 1, most in Redmond, Wa
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape