DFX Intelligence
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Firm absorbed
6 advisors left A•• W••••• M••••••••• • C••••••••• S••••••• for O•••••••••
mixed wealthtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Austin James Miller | Bend, Or | Dec 31, 2024 | Jan 1, 2026 |
| Brian Philip Debels | Bend, Or | Dec 31, 2024 | Nov 27, 2024 |
| Gregory Kenneth Swanson | Bend, Or | Dec 31, 2024 | Jul 1, 2024 |
| John Thomas Bellman | Bend, Or | Dec 31, 2024 | Jul 1, 2024 |
| Michael Patrick Bird | Bend, Or | Dec 31, 2024 | Jul 1, 2024 |
| Steven Bert Wright | Bend, Or | Dec 31, 2024 | Nov 19, 2025 |
The rule
- Registrations ended
- Dec 31, 2024
- Registered next
- Jul 1, 2024 to Jan 1, 2026
- Branch state
- OR
- Cities
- 1, most in Bend, Or
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 86%
- Succession by the destination
- none on the tape