DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left H•••••••• F•••••••• I••• for L•• F•••••••• L••

no RAUMtoBD affiliatedOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Jason Aaron SimardLake Forest, CaApr 28, 2025Feb 3, 2025
Madison Grace AndersonLake Forest, CaApr 28, 2025Feb 3, 2025
Patrick Miller DanlyLake Forest, CaApr 28, 2025Feb 3, 2025
Trudy Diane HaussmannLake Forest, CaApr 28, 2025Feb 3, 2025
The rule
Registrations ended
Apr 28, 2025
Registered next
Feb 3, 2025
Branch state
CA
Cities
1, most in Lake Forest, Ca
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of H•••••••• F•••••••• I•••Other teams into L•• F•••••••• L••