DFX Intelligence
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Firm absorbed
3 advisors left D••••• • H••••• L••• for C••••••• P•••••••
mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Colby Haley | Seattle, Wa | Mar 30, 2026 | Mar 3, 2026 |
| Kelsey Leigh Morrison | Seattle, Wa | Mar 30, 2026 | Mar 3, 2026 |
| Krystle Sumner Mcentire | Seattle, Wa | Mar 30, 2026 | Mar 3, 2026 |
The rule
- Registrations ended
- Mar 30, 2026
- Registered next
- Mar 3, 2026
- Branch state
- WA
- Cities
- 1, most in Seattle, Wa
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape