DFX Intelligence

RIA Intelligence

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Firm absorbed

5 advisors left O••••• P•••••• F•••••••• A••••••• I•• for U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Emmarina Laurel NelsonMedford, OrDec 31, 2024Jul 11, 2024
James Cleveland MonroeMedford, OrDec 31, 2024Jul 30, 2026
Jennifer Joyce HamiltonMedford, OrDec 31, 2024Jul 11, 2024
Richard Stanley ToddMedford, OrDec 31, 2024Jul 11, 2024
Royal Ray StandleyMedford, OrDec 31, 2024Jan 12, 2026
The rule
Registrations ended
Dec 31, 2024
Registered next
Jul 11, 2024 to Jul 30, 2026
Branch state
OR
Cities
1, most in Medford, Or
Registered there that day
5 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of O••••• P•••••• F•••••••• A••••••• I••Other teams into U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••