DFX Intelligence
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Firm absorbed
5 advisors left F•••••••• C••••••••• G••••• I••• for A••••• W•••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Pon | Corte Madera, Ca | May 5, 2026 | Apr 13, 2026 |
| Flavia Paula Kirz | Larkspur, Ca | May 5, 2026 | Apr 9, 2026 |
| Jennifer Isobel Coffey Smith | Corte Madera, Ca | May 5, 2026 | Apr 9, 2026 |
| Jill Doryce Hollander | Corte Madera, Ca | May 5, 2026 | Apr 23, 2026 |
| Kimberly Marie Wohler | Larkspur, Ca | May 5, 2026 | Apr 13, 2026 |
The rule
- Registrations ended
- May 5, 2026
- Registered next
- Apr 9, 2026 to Apr 23, 2026
- Branch state
- CA
- Cities
- 2, most in Corte Madera, Ca
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape